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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

179 hedge funds and large institutions have $1.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
–
Holders Change %
0%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
25
Increased
69
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$124M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.3M
3
WWM
Western Wealth Management
Colorado
+$15.6M
4
AG
Advisor Group
Arizona
+$12.5M
5
CAN
Cetera Advisor Networks
California
+$3.71M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$7.87M
2
RJA
Raymond James & Associates
Florida
-$6.21M
3
Bank of America
Bank of America
North Carolina
-$3.99M
4
Wells Fargo
Wells Fargo
California
-$3.35M
5
CA
Cetera Advisors
Colorado
-$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$245K -$58.1K -1,910 -19%
CFD
127
Creative Financial Designs
Indiana
$243K +$243K +7,927 New
Citadel Advisors
128
Citadel Advisors
Florida
$236K +$236K +7,751 New
ODG
129
O'Dell Group
Ohio
$232K +$17.8K +584 +8%
AIC
130
Ameritas Investment Company
Nebraska
$217K -$222K -7,297 -51%
NWM
131
Northwest Wealth Management
Iowa
$204K – – –
RIA
132
Realta Investment Advisors
Delaware
$184K +$70K +2,316 +61%
LFG
133
LifePlan Financial Group
Ohio
$164K -$97.7K -3,214 -37%
VFA
134
Valeo Financial Advisors
Indiana
$164K +$155K +5,078 +1,693%
CHC
135
City Holding Co
West Virginia
$137K – – –
AF
136
Allworth Financial
California
$127K -$13.7K -452 -10%
US Bancorp
137
US Bancorp
Minnesota
$125K +$54.4K +1,779 +77%
CAL
138
Capital Analysts LLC
Pennsylvania
$96K +$48K +1,575 +100%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$89K +$83.9K +2,771 +1,649%
AA
140
AlphaMark Advisors
Kentucky
$77K -$7.58K -250 -9%
FA
141
Fortis Advisors
Pennsylvania
$61K -$35.4K -1,162 -37%
RCAG
142
Rehmann Capital Advisory Group
Michigan
$53.7K -$7.57K -249 -12%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$46K – – –
CFG
144
Citizens Financial Group
Rhode Island
$46K +$31 +1 +0.1%
FHA
145
Flagship Harbor Advisors
Massachusetts
$45K -$150K -5,000 -77%
CA
146
Crewe Advisors
Utah
$38K – – –
JPLA
147
Joseph P. Lucia & Associates
New York
$36K -$1.07M -34,954 -97%
LWM
148
Liberty Wealth Management
California
$35K – – –
GRP
149
Global Retirement Partners
California
$33K -$8.36K -279 -20%
TA
150
TCG Advisors
Texas
$31K +$31K +1,019 New
4 5
6
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