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First Trust Dorsey Wright Focus 5 ETF

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
126
Sage Mountain Advisors
Georgia
$975K
VWA
127
Visionary Wealth Advisors
Illinois
$969K -$21.2K -370 -2%
CCMG
128
Clark Capital Management Group
Pennsylvania
$967K +$967K +16,899 New
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$937K +$114K +2,000 +14%
WWA
130
WCG Wealth Advisors
Nevada
$930K +$132K +2,300 +16%
NPFS
131
Novak & Powell Financial Services
Florida
$927K -$15.5K -270 -2%
CFG
132
Carr Financial Group
Massachusetts
$923K +$309K +5,404 +50%
CCFM
133
Clear Creek Financial Management
Washington
$920K -$16.7K -292 -2%
BFWM
134
Bright Futures Wealth Management
New York
$894K +$894K +15,637 New
ODG
135
O'Dell Group
Ohio
$862K +$2.52K +44 +0.3%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$851K +$289K +5,056 +52%
GJWM
137
Gilliland Jeter Wealth Management
Arkansas
$840K +$114 +2 +0%
MPCA
138
Madison Park Capital Advisors
Washington
$812K -$17.2K -300 -2%
SWM
139
Spire Wealth Management
Virginia
$804K +$57 +1 +0%
DFA
140
DHJJ Financial Advisors
Illinois
$796K
BF
141
BOK Financial
Oklahoma
$737K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$714K +$185K +3,224 +35%
EA
143
Eudaimonia Advisors
Tennessee
$707K +$20K +349 +3%
WI
144
Wintrust Investments
Illinois
$688K -$149K -2,600 -18%
GRP
145
Global Retirement Partners
California
$687K +$67.7K +1,183 +11%
BPA
146
Beacon Pointe Advisors
California
$682K -$35.1K -614 -5%
AWM
147
AE Wealth Management
Kansas
$670K -$5.8M -101,272 -90%
CCB
148
Cutter & Co Brokerage
Missouri
$629K -$10.3K -180 -2%
SOS
149
Silver Oak Securities
Tennessee
$609K -$47.7K -833 -7%
TWM
150
Trueblood Wealth Management
Ohio
$595K -$19.6K -342 -3%