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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$927K

Top Buyers

1
MWM
MinichMacGregor Wealth Management
New York
$10.9M
2
NA
NewEdge Advisors
Louisiana
$40.3M
3
MFS
Madrona Financial Services
Washington
$19.1M
4
LPL Financial
LPL Financial
California
$188M
5
Wells Fargo
Wells Fargo
California
$209M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$333M
2
HI
Hudock Inc
Pennsylvania
$0
3
DWMG
DB Wealth Management Group
California
$5.79M
4
PAG
Private Advisor Group
New Jersey
$14.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
126
O'Dell Group
Ohio
$762K -$198K -4,480 -21%
SMA
127
Sage Mountain Advisors
Georgia
$755K – – –
Koshinski Asset Management
128
Koshinski Asset Management
Illinois
$738K -$31.5K -710 -4%
AFP
129
Ausdal Financial Partners
Iowa
$733K -$8.86K -200 -1%
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$725K – – –
CCFM
131
Clear Creek Financial Management
Washington
$720K -$13K -293 -2%
AA
132
AlphaMark Advisors
Kentucky
$709K +$94.6K +2,135 +15%
WI
133
Wintrust Investments
Illinois
$663K -$159K -3,600 -19%
KP
134
Keel Point
Alabama
$653K -$31.9K -720 -5%
WWA
135
WCG Wealth Advisors
Nevada
$619K +$9.61K +217 +2%
SWM
136
Spire Wealth Management
Virginia
$618K +$28.4K +641 +5%
DFA
137
DHJJ Financial Advisors
Illinois
$616K -$15.5K -350 -2%
OBWG
138
Onyx Bridge Wealth Group
New York
$610K +$94.5K +2,134 +18%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$604K +$72K +1,627 +14%
EA
140
Ergawealth Advisors
Illinois
$579K +$45.9K +1,035 +9%
LMKC
141
L.M. Kohn & Company
Ohio
$569K -$4.43K -100 -0.8%
BPA
142
Beacon Pointe Advisors
California
$566K +$74.9K +1,691 +15%
WIA
143
World Investment Advisors
California
$552K -$1.33K -30 -0.2%
BRWA
144
B. Riley Wealth Advisors
Florida
$546K -$11.3K -254 -2%
TFS
145
Thoroughbred Financial Services
Tennessee
$545K +$163K +3,680 +43%
AAS
146
Avantax Advisory Services
Texas
$539K -$1.41M -31,801 -72%
BF
147
BOK Financial
Oklahoma
$538K – – –
ATC
148
Argent Trust Co
Tennessee
$535K +$35.4K +800 +7%
SS
149
Simplicity Solutions
Minnesota
$533K -$63.1K -1,425 -11%
CCB
150
Cutter & Co Brokerage
Missouri
$503K -$16.5K -373 -3%
4 5
6
7 8