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First Trust Dorsey Wright Focus 5 ETF

168 hedge funds and large institutions have $1.06B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
13
Increased
40
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TLP
126
Trinity Legacy Partners
Texas
$205K -$85.7M -1,301,565 -100%
William Blair & Company
127
William Blair & Company
Illinois
$155K
CHC
128
City Holding Co
West Virginia
$153K
AF
129
Allworth Financial
California
$143K
Fidelity Investments
130
Fidelity Investments
Massachusetts
$130K -$6.06K -178 -4%
SBSB
131
Sullivan, Bruyette, Speros & Blaney
Virginia
$127K
WP
132
WealthShield Partners
North Carolina
$120K -$306 -9 -0.3%
LFG
133
LifePlan Financial Group
Ohio
$105K -$26.2K -765 -20%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$103K +$3.64K +105 +4%
FFA
135
Founders Financial Alliance
North Carolina
$98K +$98K +2,818 New
US Bancorp
136
US Bancorp
Minnesota
$85K +$42.8K +1,254 +102%
HPC
137
HM Payson & Co
Maine
$73K +$59.3K +1,733 +433%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$67K
NFG
139
Next Financial Group
Texas
$61K +$61K +1,781 New
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$54K -$580 -17 -1%
GFPC
141
Global Financial Private Client
Florida
$51.9K
CMA
142
Cedar Mountain Advisors
Oregon
$51K
SFS
143
Sowell Financial Services
Arkansas
$44K +$68 +2 +0.2%
AA
144
AlphaMark Advisors
Kentucky
$43K
LWM
145
Liberty Wealth Management
California
$40K
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
$35K +$35K +1,024 New
PFP
147
Pinnacle Financial Partners
Tennessee
$34K
LWANC
148
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K
APWA
149
Atlas Private Wealth Advisors
New Jersey
$27K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$26K +$12.7K +380 +95%