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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
+$268K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$401M
2
OP
ORG Partners
Indiana
$3.54M
3
RJA
Raymond James & Associates
Florida
$97.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$25.5M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$27.7M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$91.8M
2
AP
Atwood & Palmer
Missouri
$8.08M
3
PAG
Private Advisor Group
New Jersey
$11.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$25.1M
5
Osaic Holdings
Osaic Holdings
Arizona
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
126
O'Dell Group
Ohio
$1.02M +$144K +2,468 +16%
VWA
127
Visionary Wealth Advisors
Illinois
$1.02M +$65.6K +1,126 +7%
WWA
128
WCG Wealth Advisors
Nevada
$1.02M +$74.4K +1,277 +8%
CIG
129
Cascade Investment Group
Colorado
$1.01M -$5.83K -100 -0.6%
LFAS
130
Level Four Advisory Services
Texas
$1M -$107K -1,867 -10%
SMA
131
Sage Mountain Advisors
Georgia
$993K – – –
CIAS
132
Capital Investment Advisory Services
North Carolina
$957K -$43.9K -754 -4%
KFGK
133
Keystone Financial Group (Kentucky)
Kentucky
$956K +$956K +16,408 New
QCIG
134
Quad-Cities Investment Group
Iowa
$926K -$138K -2,373 -13%
CCFM
135
Clear Creek Financial Management
Washington
$907K -$19.9K -341 -2%
GRP
136
Global Retirement Partners
California
$905K +$155K +2,664 +21%
BFWM
137
Bright Futures Wealth Management
New York
$890K -$19.3K -330 -2%
NPFS
138
Novak & Powell Financial Services
Florida
$861K -$95K -1,630 -10%
GJWM
139
Gilliland Jeter Wealth Management
Arkansas
$856K +$291 +5 +0%
P
140
&Partners
Tennessee
$821K +$272K +4,676 +50%
LMKC
141
L.M. Kohn & Company
Ohio
$819K -$183K -3,146 -18%
AQR Capital Management
142
AQR Capital Management
Connecticut
$811K +$456K +7,833 +129%
SFG
143
SNS Financial Group
Minnesota
$809K -$184K -3,153 -19%
MPCA
144
Madison Park Capital Advisors
Washington
$806K – – –
DFA
145
DHJJ Financial Advisors
Illinois
$801K -$7.69K -132 -1%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$800K +$25.5K +438 +3%
SWM
147
Spire Wealth Management
Virginia
$758K -$61K -1,046 -7%
BF
148
BOK Financial
Oklahoma
$739K – – –
AWM
149
AE Wealth Management
Kansas
$715K +$26.9K +461 +4%
KWA
150
Kingswood Wealth Advisors
California
$715K +$715K +12,270 New
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