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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
40
Increased
42
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$105M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.69M
3
RIA
Regal Investment Advisors
Michigan
+$4.67M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.52M
5
MWM
Meridian Wealth Management
Kentucky
+$3.22M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$32.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.02M
3
WS
Wedbush Securities
California
-$4.05M
4
UBS Group
UBS Group
Switzerland
-$3.94M
5
Wells Fargo
Wells Fargo
California
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
126
Venture Visionary Partners
Ohio
$385K +$385K +9,514 New
WS
127
Wedbush Securities
California
$381K -$4.05M -99,909 -91%
WI
128
Wintrust Investments
Illinois
$381K – – –
TFO
129
Tarbox Family Office
California
$368K – – –
3F
130
360 Financial
Minnesota
$329K – – –
LNC
131
Lincoln National Corp
Pennsylvania
$328K – – –
AWA
132
ARQ Wealth Advisors
Arizona
$327K -$1.62K -40 -0.5%
JWCA
133
J.W. Cole Advisors
Florida
$316K +$316K +7,812 New
CFG
134
Cooper Financial Group
California
$313K +$313K +7,742 New
SWMP
135
Signature Wealth Management Partners
New Jersey
$312K +$312K +7,720 New
CFA
136
Carroll Financial Associates
North Carolina
$310K – – –
NA
137
NewEdge Advisors
Louisiana
$297K -$34.5K -851 -10%
AAS
138
Avantax Advisory Services
Texas
$283K -$98.4K -2,431 -26%
SAM
139
Strategy Asset Managers
California
$244K -$32.4K -800 -12%
ODG
140
O'Dell Group
Ohio
$239K +$239K +5,903 New
FC
141
Fusion Capital
South Carolina
$236K -$12K -297 -5%
MAFM
142
Mid Atlantic Financial Management
Pennsylvania
$233K +$233K +5,761 New
WWM
143
Wagner Wealth Management
South Carolina
$216K +$216K +5,334 New
MFA
144
Mayflower Financial Advisors
Massachusetts
$216K +$216K +5,344 New
MWA
145
Meridian Wealth Advisors
Texas
$212K +$212K +5,250 New
KIG
146
Kowal Investment Group
Wisconsin
$208K +$208K +4,930 New
CHC
147
City Holding Co
West Virginia
$182K – – –
OIM
148
Oder Investment Management
California
$177K +$177K +4,357 New
AF
149
Allworth Financial
California
$169K – – –
FFA
150
Founders Financial Alliance
North Carolina
$140K +$26.2K +650 +23%
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6
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