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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
21
Increased
75
Reduced
75
Closed
13
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
Morgan Stanley
Morgan Stanley
New York
$343M
3
MFS
Madrona Financial Services
Washington
$8.37M
4
UBS Group
UBS Group
Switzerland
$61M
5
LPL Financial
LPL Financial
California
$141M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$90.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
PFS
Prospera Financial Services
Texas
$104M
4
BBA
Braun-Bostich & Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
126
Financial Architects (New Jersey)
New Jersey
$477K – – –
WS
127
Wedbush Securities
California
$475K -$43.9K -922 -8%
TFS
128
Thoroughbred Financial Services
Tennessee
$461K – – –
Goldman Sachs
129
Goldman Sachs
New York
$458K -$701K -14,706 -60%
SWMP
130
Signature Wealth Management Partners
New Jersey
$452K -$73.8K -1,549 -14%
CFGS
131
Concourse Financial Group Securities
Alabama
$437K -$6.62K -139 -1%
AAP
132
Arax Advisory Partners
Colorado
$437K +$50.3K +1,054 +13%
AWA
133
Acorn Wealth Advisors
Michigan
$426K -$46.4K -974 -10%
SFI
134
SPC Financial Inc
Maryland
$425K +$425K +8,922 New
LMKC
135
L.M. Kohn & Company
Ohio
$420K +$420K +8,800 New
IWM
136
IHT Wealth Management
Illinois
$396K +$79.8K +1,676 +25%
Cerity Partners
137
Cerity Partners
New York
$396K +$396K +8,304 New
KWM
138
Kaydan Wealth Management
Michigan
$396K – – –
FAM
139
Formidable Asset Management
Ohio
$393K -$4.76K -100 -1%
PFA
140
Professional Financial Advisors
Nebraska
$388K -$318K -6,673 -45%
FFN
141
Focus Financial Network
Minnesota
$377K +$377K +7,905 New
TFO
142
Tarbox Family Office
California
$373K – – –
AWS
143
Atria Wealth Solutions
New York
$371K +$371K +7,779 New
AWA
144
ARQ Wealth Advisors
Arizona
$367K – – –
SAM
145
Strategic Asset Management
Minnesota
$359K – – –
AAS
146
Avantax Advisory Services
Texas
$348K +$13.4K +282 +4%
JWCA
147
J.W. Cole Advisors
Florida
$342K -$23.7K -499 -6%
SFP
148
Sweet Financial Partners
Minnesota
$330K -$217K -4,551 -40%
ODG
149
O'Dell Group
Ohio
$326K +$6.54K +137 +2%
FFA
150
Founders Financial Alliance
North Carolina
$323K +$49.5K +1,039 +18%
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