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First Trust Dorsey Wright Focus 5 ETF

196 hedge funds and large institutions have $1.46B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
17
Increased
59
Reduced
73
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$432K -$37.9K -849 -8%
Goldman Sachs
127
Goldman Sachs
New York
$429K
VVP
128
Venture Visionary Partners
Ohio
$424K
TFO
129
Tarbox Family Office
California
$406K
LNC
130
Lincoln National Corp
Pennsylvania
$398K +$36.2K +812 +10%
JWCA
131
J.W. Cole Advisors
Florida
$349K
AWA
132
ARQ Wealth Advisors
Arizona
$348K -$13.1K -294 -4%
AWM
133
AE Wealth Management
Kansas
$345K -$230K -5,151 -40%
CFA
134
Carroll Financial Associates
North Carolina
$340K -$2.05K -46 -0.6%
SWMP
135
Signature Wealth Management Partners
New Jersey
$324K -$20.2K -452 -6%
BRWA
136
B. Riley Wealth Advisors
Florida
$321K -$842K -18,862 -72%
AAS
137
Avantax Advisory Services
Texas
$313K +$45 +1 +0%
IWM
138
IHT Wealth Management
Illinois
$310K +$310K +6,937 New
SAM
139
Strategy Asset Managers
California
$269K
ODG
140
O'Dell Group
Ohio
$268K +$4.6K +103 +2%
FC
141
Fusion Capital
South Carolina
$260K
MAFM
142
Mid Atlantic Financial Management
Pennsylvania
$257K
WWM
143
Wagner Wealth Management
South Carolina
$251K +$12.5K +280 +5%
MWA
144
Meridian Wealth Advisors
Texas
$234K
MFA
145
Mayflower Financial Advisors
Massachusetts
$230K -$8.94K -200 -4%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$224K +$138K +3,092 +161%
RIA
147
Realta Investment Advisors
Delaware
$216K +$216K +4,837 New
FFA
148
Founders Financial Alliance
North Carolina
$210K +$56.6K +1,281 +37%
AIM
149
Aspen Investment Management
Michigan
$205K +$205K +4,600 New
CHC
150
City Holding Co
West Virginia
$201K