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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.51B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
21
Increased
79
Reduced
77
Closed
25
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$324M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.6M
3
HI
Hudock Inc
Pennsylvania
$8.56M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$86.7M
5
UBS Group
UBS Group
Switzerland
$59.9M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$60.5M
2
LPL Financial
LPL Financial
California
$111M
3
MCC
Money Concepts Capital
Florida
$42K
4
IWA
IBEX Wealth Advisors
New Jersey
$0
5
SWM
Spire Wealth Management
Virginia
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
126
Cutter & Co Brokerage
Missouri
$534K -$13.6K -327 -2%
ODG
127
O'Dell Group
Ohio
$520K +$237K +5,722 +84%
SIG
128
Sargent Investment Group
Maryland
$494K -$41.4K -1,000 -8%
CAAS
129
Capital Asset Advisory Services
Michigan
$485K -$16.8K -407 -3%
CFGS
130
Concourse Financial Group Securities
Alabama
$479K +$98.5K +2,375 +26%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$454K +$274K +6,630 +153%
HIP
132
HUB Investment Partners
Texas
$441K – – –
3F
133
360 Financial
Minnesota
$412K -$23.8K -560 -5%
WS
134
Wedbush Securities
California
$411K -$1.78K -43 -0.4%
Goldman Sachs
135
Goldman Sachs
New York
$398K – – –
AAP
136
Arax Advisory Partners
Colorado
$380K +$414 +10 +0.1%
ACM
137
Absolute Capital Management
Pennsylvania
$377K +$377K +9,100 New
FFN
138
Focus Financial Network
Minnesota
$372K +$44.8K +1,081 +14%
HWA
139
HCR Wealth Advisors
California
$366K -$58K -1,400 -14%
AWA
140
Acorn Wealth Advisors
Michigan
$361K -$9.74K -235 -3%
TFS
141
Thoroughbred Financial Services
Tennessee
$357K -$44.4K -1,072 -11%
LMKC
142
L.M. Kohn & Company
Ohio
$357K -$8.3K -200 -2%
SOS
143
Silver Oak Securities
Tennessee
$355K +$86.8K +1,998 +32%
FAM
144
Formidable Asset Management
Ohio
$343K – – –
KWM
145
Kaydan Wealth Management
Michigan
$337K -$6.63K -160 -2%
IWM
146
IHT Wealth Management
Illinois
$324K -$21.1K -508 -6%
AWA
147
ARQ Wealth Advisors
Arizona
$314K -$5.6K -135 -2%
SAM
148
Strategic Asset Management
Minnesota
$312K – – –
WWA
149
WCG Wealth Advisors
Nevada
$307K +$307K +7,414 New
AAS
150
Avantax Advisory Services
Texas
$306K +$2.65K +64 +0.9%
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6
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