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First Trust Dorsey Wright Focus 5 ETF

190 hedge funds and large institutions have $1.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
13
Increased
52
Reduced
75
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWMP
126
Signature Wealth Management Partners
New Jersey
$401K +$56.4K +1,189 +16%
AAP
127
Arax Advisory Partners
Colorado
$384K +$384K +8,110 New
AWM
128
AE Wealth Management
Kansas
$371K +$4.74K +100 +1%
JWCA
129
J.W. Cole Advisors
Florida
$370K
AWA
130
ARQ Wealth Advisors
Arizona
$366K -$3.08K -65 -0.8%
CFA
131
Carroll Financial Associates
North Carolina
$361K
AAS
132
Avantax Advisory Services
Texas
$339K +$7.82K +165 +2%
IWM
133
IHT Wealth Management
Illinois
$331K +$2.23K +47 +0.7%
ODG
134
O'Dell Group
Ohio
$299K +$14.3K +301 +5%
BRWA
135
B. Riley Wealth Advisors
Florida
$290K -$51.4K -1,082 -15%
SAM
136
Strategy Asset Managers
California
$286K
Fidelity Investments
137
Fidelity Investments
Massachusetts
$283K +$114K +2,398 +67%
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
$273K
WWM
139
Wagner Wealth Management
South Carolina
$245K -$20.6K -435 -8%
MFA
140
Mayflower Financial Advisors
Massachusetts
$244K
RIA
141
Realta Investment Advisors
Delaware
$229K
WAM
142
WealthTrust Asset Management
Florida
$228K +$228K +4,816 New
FC
143
Fusion Capital
South Carolina
$219K -$56.7K -1,197 -21%
AIM
144
Aspen Investment Management
Michigan
$218K
CHC
145
City Holding Co
West Virginia
$213K
KIG
146
Kowal Investment Group
Wisconsin
$212K
MWA
147
Meridian Wealth Advisors
Texas
$201K -$47.3K -1,000 -19%
AF
148
Allworth Financial
California
$198K
FFA
149
Founders Financial Alliance
North Carolina
$195K -$29.6K -626 -13%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$192K