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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
126
J.W. Cole Advisors
Florida
$333K +$333K +10,550 New
PAG
127
Private Advisory Group
Washington
$329K +$108K +3,415 +49%
FANJ
128
Financial Architects (New Jersey)
New Jersey
$316K – – –
TFO
129
Tarbox Family Office
California
$306K – – –
AAS
130
Avantax Advisory Services
Texas
$306K +$306K +9,683 New
NA
131
NewEdge Advisors
Louisiana
$293K +$2.45K +78 +0.8%
William Blair & Company
132
William Blair & Company
Illinois
$292K +$126 +4 +0%
SS
133
Sunbelt Securities
Texas
$291K -$16.5K -521 -5%
WP
134
WealthShield Partners
North Carolina
$290K -$47.4K -1,503 -14%
FTS
135
Fifth Third Securities
Ohio
$282K +$282K +8,946 New
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$282K – – –
VF
137
Virtu Financial
New York
$278K -$1.08M -34,259 -80%
IWM
138
IHT Wealth Management
Illinois
$272K -$69.6K -2,205 -20%
WB
139
Webster Bank
Connecticut
$271K – – –
GIA
140
Gladstone Institutional Advisory
Florida
$259K -$8.43K -267 -3%
CAN
141
Claraphi Advisory Network
United States
$237K -$16.3K -515 -6%
Northern Trust
142
Northern Trust
Illinois
$232K +$232K +7,349 New
ODG
143
O'Dell Group
Ohio
$224K -$18.8K -597 -8%
SAM
144
Strategy Asset Managers
California
$216K +$216K +6,829 New
LNC
145
Lincoln National Corp
Pennsylvania
$207K +$207K +6,577 New
PFA
146
Plotkin Financial Advisors
Maryland
$204K +$204K +6,462 New
LFG
147
LifePlan Financial Group
Ohio
$176K +$5.87K +186 +3%
RIA
148
Realta Investment Advisors
Delaware
$158K -$1.17K -38 -0.7%
Deutsche Bank
149
Deutsche Bank
Germany
$155K -$40.5K -1,289 -21%
CHC
150
City Holding Co
West Virginia
$142K – – –
4 5
6
7 8