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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

173 hedge funds and large institutions have $1.32B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
13
Increased
52
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.2M
2
TLP
Trinity Legacy Partners
Texas
+$2.92M
3
IA
IFG Advisory
Georgia
+$2.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.21M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.14M

Top Sellers

1
WWM
Western Wealth Management
Colorado
-$19M
2
Wells Fargo
Wells Fargo
California
-$6.41M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.44M
4
Morgan Stanley
Morgan Stanley
New York
-$3.48M
5
Ameriprise
Ameriprise
Minnesota
-$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
126
Webster Bank
Connecticut
$254K – – –
GIA
127
Gladstone Institutional Advisory
Florida
$251K +$251K +8,466 New
CAN
128
Claraphi Advisory Network
United States
$237K -$10.1K -342 -4%
PAM
129
PVG Asset Management
Colorado
$232K +$232K +7,845 New
ODG
130
O'Dell Group
Ohio
$228K +$2.13K +72 +0.9%
PAG
131
Private Advisory Group
Washington
$207K -$1.74M -58,913 -89%
Deutsche Bank
132
Deutsche Bank
Germany
$183K +$183K +6,227 New
LFG
133
LifePlan Financial Group
Ohio
$160K – – –
RIA
134
Realta Investment Advisors
Delaware
$153K -$27.1K -916 -15%
CHC
135
City Holding Co
West Virginia
$133K – – –
AF
136
Allworth Financial
California
$124K – – –
SBSB
137
Sullivan, Bruyette, Speros & Blaney
Virginia
$110K +$110K +3,722 New
US Bancorp
138
US Bancorp
Minnesota
$103K -$17.1K -583 -14%
NFG
139
Next Financial Group
Texas
$97K -$647K -21,941 -87%
AA
140
AlphaMark Advisors
Kentucky
$67K -$7.97K -270 -11%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$58K +$58K +1,950 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$55K +$10.7K +362 +24%
SFS
143
Sowell Financial Services
Arkansas
$52K +$52K +1,753 New
CAL
144
Capital Analysts LLC
Pennsylvania
$49K -$44.1K -1,492 -47%
CFG
145
Citizens Financial Group
Rhode Island
$44K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$39K -$47.4K -1,613 -55%
FHA
147
Flagship Harbor Advisors
Massachusetts
$37K -$6.27K -217 -14%
JPLA
148
Joseph P. Lucia & Associates
New York
$35K – – –
LWM
149
Liberty Wealth Management
California
$34K +$88 +3 +0.3%
FA
150
Fortis Advisors
Pennsylvania
$30K -$30K -1,000 -50%
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6
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