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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

172 hedge funds and large institutions have $1.13B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+7
Holders Change %
+4.24%
% of All Funds
3.84%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
32
Increased
40
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.43M
2
SI
Stephens Inc
Arkansas
+$3.9M
3
RJA
Raymond James & Associates
Florida
+$3.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M
5
VF
Virtu Financial
New York
+$2.41M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.2M
2
UBS Group
UBS Group
Switzerland
-$27.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$19.3M
4
AF
Allworth Financial
California
-$17.1M
5
Bank of America
Bank of America
North Carolina
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
151
Ameriprise
Minnesota
$13K -$439K -16,895 -97%
KTC
152
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
WCM
153
WealthBridge Capital Management
Ohio
$13K +$13K +496 New
TCOV
154
Trust Company of Vermont
Vermont
$13K +$13K +534 New
CAGAS
155
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
AIM
156
Anchor Investment Management
South Carolina
$10.2K – – –
VFA
157
Valeo Financial Advisors
Indiana
$8K – – –
GWMIA
158
Global Wealth Management Investment Advisory
Florida
$8K +$8K +313 New
EWM
159
Executive Wealth Management
Michigan
$7K +$7K +294 New
BBHC
160
Brown Brothers Harriman & Co
New York
$6K +$6K +244 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$4K – – –
BlackRock
162
BlackRock
New York
$4K +$4K +162 New
RFM
163
Royal Fund Management
Florida
$3K – – –
PA
164
Parallel Advisors
California
$2K – – –
DWM
165
Doyle Wealth Management
Florida
$2K +$2K +97 New
TRCT
166
Tower Research Capital (TRC)
New York
$1K -$280 -14 -22%
TWM
167
Titus Wealth Management
California
$768 -$23 -925 -3%
CF
168
Centaurus Financial
California
$96 +$92 +2,329 +2,478%
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.79M -57,972 Closed
IWA
170
IBEX Wealth Advisors
New Jersey
– -$720K -23,407 Closed
FA
171
FDx Advisors
Illinois
– -$575K -18,610 Closed
HighTower Advisors
172
HighTower Advisors
Illinois
– -$518K -16,725 Closed
AWM
173
AE Wealth Management
Kansas
– -$355K -11,490 Closed
TI
174
Truepoint Inc
Ohio
– -$310K -10,035 Closed
RCAG
175
Rehmann Capital Advisory Group
Michigan
– -$273K -8,841 Closed
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