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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

189 hedge funds and large institutions have $1.55B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
75
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.7M
2
GLA
Good Life Advisors
Pennsylvania
+$7.27M
3
LPL Financial
LPL Financial
California
+$6.69M
4
Wells Fargo
Wells Fargo
California
+$6.04M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.21M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$8.91M
2
Morgan Stanley
Morgan Stanley
New York
-$5.83M
3
BFA
Brendel Financial Advisors
New Hampshire
-$5.09M
4
Citigroup
Citigroup
New York
-$3.5M
5
SI
Stephens Inc
Arkansas
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
126
Arax Advisory Partners
Colorado
$371K +$46 +1 +0%
AAS
127
Avantax Advisory Services
Texas
$360K +$31.6K +688 +10%
AWA
128
ARQ Wealth Advisors
Arizona
$353K -$962 -21 -0.3%
SAM
129
Strategic Asset Management
Minnesota
$352K +$352K +7,530 New
CFA
130
Carroll Financial Associates
North Carolina
$348K – – –
ARC
131
Advisor Resource Council
Texas
$326K +$326K +7,128 New
AWM
132
AE Wealth Management
Kansas
$321K -$37.7K -822 -11%
IWM
133
IHT Wealth Management
Illinois
$313K -$6.68K -146 -2%
ODG
134
O'Dell Group
Ohio
$293K +$4.08K +89 +1%
BRWA
135
B. Riley Wealth Advisors
Florida
$275K -$5K -109 -2%
FA
136
Flagstar Advisors
New York
$273K +$273K +5,963 New
SAM
137
Strategy Asset Managers
California
$268K -$8.01K -175 -3%
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
$264K – – –
WWM
139
Wagner Wealth Management
South Carolina
$254K +$49 +1 +0%
FFA
140
Founders Financial Alliance
North Carolina
$245K +$56.1K +1,224 +30%
Renaissance Technologies
141
Renaissance Technologies
New York
$243K +$243K +5,300 New
RIA
142
Realta Investment Advisors
Delaware
$221K +$46 +1 +0%
WAM
143
WealthTrust Asset Management
Florida
$220K – – –
FC
144
Fusion Capital
South Carolina
$212K +$46 +1 +0%
AIM
145
Aspen Investment Management
Michigan
$211K – – –
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$208K +$18.3K +390 +10%
KIG
147
Kowal Investment Group
Wisconsin
$205K +$92 +2 +0%
CHC
148
City Holding Co
West Virginia
$201K -$4.57K -100 -2%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$191K -$81.4K -1,783 -30%
AF
150
Allworth Financial
California
$191K +$91 +2 +0%
4 5
6
7 8