FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
126
Sage Mountain Advisors
Georgia
$799K – – –
AFP
127
Ausdal Financial Partners
Iowa
$786K -$16.4K -350 -2%
CCFM
128
Clear Creek Financial Management
Washington
$776K -$1.55K -33 -0.2%
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$768K – – –
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$756K -$1.45M -30,811 -66%
KP
131
Keel Point
Alabama
$725K -$307K -6,542 -30%
DC
132
Davenport & Co
Virginia
$717K -$42.9K -915 -6%
DFA
133
DHJJ Financial Advisors
Illinois
$669K – – –
MWM
134
MinichMacGregor Wealth Management
New York
$667K -$27.3K -581 -4%
LNC
135
Lincoln National Corp
Pennsylvania
$663K -$226K -4,822 -25%
AA
136
AlphaMark Advisors
Kentucky
$651K +$144K +3,065 +28%
WWA
137
WCG Wealth Advisors
Nevada
$646K +$117K +2,490 +22%
SS
138
Simplicity Solutions
Minnesota
$631K -$422 -9 -0.1%
SWM
139
Spire Wealth Management
Virginia
$624K -$311K -6,631 -33%
LMKC
140
L.M. Kohn & Company
Ohio
$607K +$61K +1,300 +11%
BF
141
BOK Financial
Oklahoma
$603K – – –
BRWA
142
B. Riley Wealth Advisors
Florida
$590K +$110K +2,348 +23%
WIA
143
World Investment Advisors
California
$586K -$38.7K -825 -6%
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$579K +$546K +11,648 +1,664%
EA
145
Ergawealth Advisors
Illinois
$564K +$47.4K +1,011 +9%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$564K +$564K +12,018 New
MIM
147
MTM Investment Management
South Carolina
$562K -$7.04K -150 -1%
Citadel Advisors
148
Citadel Advisors
Florida
$555K +$19.2K +409 +4%
CCB
149
Cutter & Co Brokerage
Missouri
$550K -$10.8K -230 -2%
OBWG
150
Onyx Bridge Wealth Group
New York
$546K -$1.5M -31,953 -73%
4 5
6
7 8