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First Trust Dorsey Wright Focus 5 ETF

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NPFS
126
Novak & Powell Financial Services
Florida
$849K +$849K +16,470 New
CCFM
127
Clear Creek Financial Management
Washington
$844K +$6.24K +121 +0.7%
AA
128
AlphaMark Advisors
Kentucky
$835K +$10.1K +195 +1%
ODG
129
O'Dell Group
Ohio
$774K -$113K -2,191 -13%
GJWM
130
Gilliland Jeter Wealth Management
Arkansas
$756K +$756K +14,673 New
WI
131
Wintrust Investments
Illinois
$754K -$18.1K -350 -2%
AAS
132
Ameritas Advisory Services
Nebraska
$753K -$658K -12,269 -47%
WIA
133
World Investment Advisors
California
$751K +$109K +2,122 +17%
MPCA
134
Madison Park Capital Advisors
Washington
$747K +$747K +14,490 New
TNBTD
135
Trustmark National Bank Trust Department
Mississippi
$741K -$103K -1,990 -12%
SWM
136
Spire Wealth Management
Virginia
$736K +$5.08K +97 +0.7%
WWA
137
WCG Wealth Advisors
Nevada
$719K -$2.11K -41 -0.3%
DFA
138
DHJJ Financial Advisors
Illinois
$717K
LMKC
139
L.M. Kohn & Company
Ohio
$708K +$46.4K +900 +7%
BF
140
BOK Financial
Oklahoma
$663K
BPA
141
Beacon Pointe Advisors
California
$646K -$12.2K -236 -2%
TFS
142
Thoroughbred Financial Services
Tennessee
$634K
SS
143
Simplicity Solutions
Minnesota
$633K +$13K +252 +2%
ATC
144
Argent Trust Co
Tennessee
$623K
EA
145
Eudaimonia Advisors
Tennessee
$619K +$36.7K +712 +6%
BRWA
146
B. Riley Wealth Advisors
Florida
$614K -$20.7K -402 -3%
Koshinski Asset Management
147
Koshinski Asset Management
Illinois
$603K -$256K -4,973 -30%
SOS
148
Silver Oak Securities
Tennessee
$591K +$591K +11,467 New
IAIM
149
International Assets Investment Management
Florida
$588K +$588K +11,400 New
CCB
150
Cutter & Co Brokerage
Missouri
$576K -$9.85K -191 -2%