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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$102M
2
MWM
Meridian Wealth Management
Kentucky
+$3.68M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
Stifel Financial
Stifel Financial
Missouri
+$2.41M
5
LPL Financial
LPL Financial
California
+$2.27M

Top Sellers

1
OCM
One Capital Management
California
-$22.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.31M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
FTS
Fifth Third Securities
Ohio
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$921K +$921K +16,078 New
CCFM
127
Clear Creek Financial Management
Washington
$911K -$10K -175 -1%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$901K +$49.4K +863 +6%
HH
129
Hilltop Holdings
Texas
$900K +$507K +8,848 +129%
WIA
130
World Investment Advisors
California
$873K +$873K +15,238 New
ODG
131
O'Dell Group
Ohio
$862K – – –
GJWM
132
Gilliland Jeter Wealth Management
Arkansas
$841K +$229 +4 +0%
BFWM
133
Bright Futures Wealth Management
New York
$819K -$5.27K -100 -0.6%
SWM
134
Spire Wealth Management
Virginia
$804K -$57 -1 -0%
AFP
135
Ausdal Financial Partners
Iowa
$799K -$204K -3,559 -20%
DFA
136
DHJJ Financial Advisors
Illinois
$794K -$2.29K -40 -0.3%
MPCA
137
Madison Park Capital Advisors
Washington
$792K -$20.6K -359 -3%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$761K +$47.4K +827 +7%
GRP
139
Global Retirement Partners
California
$737K +$49.6K +866 +7%
BF
140
BOK Financial
Oklahoma
$737K – – –
BRWA
141
B. Riley Wealth Advisors
Florida
$724K +$19.1K +334 +3%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$717K +$428K +7,474 +148%
WI
143
Wintrust Investments
Illinois
$715K +$26.9K +470 +4%
AWM
144
AE Wealth Management
Kansas
$677K +$5.78K +101 +0.9%
SOS
145
Silver Oak Securities
Tennessee
$635K +$25.7K +449 +4%
TWM
146
Trueblood Wealth Management
Ohio
$631K +$35.9K +627 +6%
CCB
147
Cutter & Co Brokerage
Missouri
$621K -$7.73K -135 -1%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$608K +$70.1K +1,224 +13%
Jones Financial Companies
149
Jones Financial Companies
Missouri
$598K +$413K +7,215 +223%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$598K +$383K +6,615 +179%
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