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First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
126
Global Retirement Partners
California
$754K +$483K +10,997 +178%
CCFM
127
Clear Creek Financial Management
Washington
$747K -$40K -888 -5%
TNBTD
128
Trustmark National Bank Trust Department
Mississippi
$738K -$137K -3,041 -16%
DC
129
Davenport & Co
Virginia
$730K -$93.2K -2,068 -11%
MWM
130
MinichMacGregor Wealth Management
New York
$667K -$19.9K -441 -3%
BAM
131
Belpointe Asset Management
Nevada
$661K +$631 +14 +0.1%
DFA
132
DHJJ Financial Advisors
Illinois
$643K +$77K +1,708 +14%
APWA
133
Atlas Private Wealth Advisors
New Jersey
$612K +$205K +4,544 +50%
SS
134
Simplicity Solutions
Minnesota
$607K +$607K +13,457 New
BPA
135
Beacon Pointe Advisors
California
$603K +$266K +5,895 +79%
WIA
136
World Investment Advisors
California
$600K
BF
137
BOK Financial
Oklahoma
$580K -$707K -15,687 -55%
MIM
138
MTM Investment Management
South Carolina
$546K +$477K +10,583 +687%
ATC
139
Argent Trust Co
Tennessee
$545K +$24.8K +550 +5%
CCB
140
Cutter & Co Brokerage
Missouri
$539K -$26.1K -578 -5%
BPFA
141
Barnes Pettey Financial Advisors
Mississippi
$536K -$25K -555 -4%
KA
142
Kovack Advisors
Florida
$527K -$19.5K -433 -4%
LMKC
143
L.M. Kohn & Company
Ohio
$525K +$42.6K +944 +9%
SIG
144
Sargent Investment Group
Maryland
$519K
Citadel Advisors
145
Citadel Advisors
Florida
$514K +$514K +11,412 New
WWA
146
WCG Wealth Advisors
Nevada
$508K +$508K +11,277 New
EA
147
Eudaimonia Advisors
Tennessee
$501K -$22.2K -492 -4%
EA
148
Ergawealth Advisors
Illinois
$497K +$497K +11,020 New
AA
149
AlphaMark Advisors
Kentucky
$487K +$111K +2,455 +29%
3F
150
360 Financial
Minnesota
$472K +$42K +931 +10%