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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

174 hedge funds and large institutions have $879M invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-30
Holders Change %
-14.71%
% of All Funds
3.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
12
Increased
39
Reduced
93
Closed
38
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$215K

Top Buyers

1
SG
Strid Group
Pennsylvania
+$22.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
3
TLP
Trinity Legacy Partners
Texas
+$2.08M
4
GSWM
Golden State Wealth Management
California
+$1.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$907K

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$63M
2
Morgan Stanley
Morgan Stanley
New York
-$43.2M
3
Wells Fargo
Wells Fargo
California
-$37.5M
4
CAN
Cetera Advisor Networks
California
-$28.7M
5
Bank of America
Bank of America
North Carolina
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Allworth Financial
California
$107K – – –
LFG
127
LifePlan Financial Group
Ohio
$98K -$44.7K -1,748 -31%
Fidelity Investments
128
Fidelity Investments
Massachusetts
$91K -$2.02K -79 -2%
CAN
129
Claraphi Advisory Network
United States
$60K -$135K -5,190 -69%
US Bancorp
130
US Bancorp
Minnesota
$60K -$30.1K -1,170 -33%
VFA
131
Valeo Financial Advisors
Indiana
$59K – – –
GFPC
132
Global Financial Private Client
Florida
$50.7K -$22.7K -919 -31%
EP
133
Eudaimonia Partners
Tennessee
$47K -$34.5K -1,330 -42%
NFG
134
Next Financial Group
Texas
$46K -$32.4K -1,253 -41%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$46K +$8.94K +350 +24%
1W
136
1776 Wealth
Georgia
$44K +$22K +780 +100%
AA
137
AlphaMark Advisors
Kentucky
$39K -$20K -770 -34%
CMA
138
Cedar Mountain Advisors
Oregon
$38K +$102 +4 +0.3%
CS
139
Capital Square
Tennessee
$34K +$34K +1,305 New
SFS
140
Sowell Financial Services
Arkansas
$33K -$11.5K -452 -26%
FHA
141
Flagship Harbor Advisors
Massachusetts
$33K – – –
SF
142
Synovus Financial
Georgia
$33K +$33K +1,279 New
AA
143
Ancora Advisors
Ohio
$31K – – –
JPLA
144
Joseph P. Lucia & Associates
New York
$30K – – –
LWM
145
Liberty Wealth Management
California
$30K +$26 +1 +0.1%
TRCT
146
Tower Research Capital (TRC)
New York
$28K +$20.5K +811 +273%
CBT
147
Capital Bank & Trust
California
$26K – – –
PFP
148
Pinnacle Financial Partners
Tennessee
$26K – – –
LWANC
149
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
CAL
150
Capital Analysts LLC
Pennsylvania
$21K -$20.5K -800 -49%
4 5
6
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