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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

173 hedge funds and large institutions have $1.32B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-6
Holders Change %
-3.35%
% of All Funds
3.8%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
13
Increased
52
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$10.2M
2
TLP
Trinity Legacy Partners
Texas
+$2.92M
3
IA
IFG Advisory
Georgia
+$2.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.21M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.14M

Top Sellers

1
WWM
Western Wealth Management
Colorado
-$19M
2
Wells Fargo
Wells Fargo
California
-$6.41M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.44M
4
Morgan Stanley
Morgan Stanley
New York
-$3.48M
5
Ameriprise
Ameriprise
Minnesota
-$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
151
Capital Bank & Trust
California
$30K – – –
S
152
SignatureFD
Georgia
$27K +$60 +2 +0.2%
LWANC
153
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
OIA
154
Optimum Investment Advisors
Illinois
$20K – – –
PCG
155
Private Capital Group
Connecticut
$17K – – –
TCOV
156
Trust Company of Vermont
Vermont
$16K – – –
GRP
157
Global Retirement Partners
California
$15K -$16.7K -580 -53%
KTC
158
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
CAGAS
160
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
LF
161
Lee Financial
Texas
$13K – – –
HPC
162
HM Payson & Co
Maine
$12K – – –
AIM
163
Anchor Investment Management
South Carolina
$12K – – –
ACA
164
Atlas Capital Advisors
Wyoming
$12K – – –
VFA
165
Valeo Financial Advisors
Indiana
$9K -$152K -5,078 -94%
Federated Hermes
166
Federated Hermes
Pennsylvania
$6K +$6K +190 New
WCG
167
Weaver Consulting Group
California
$5K – – –
GFPC
168
Global Financial Private Capital
Florida
$5K – – –
RFM
169
Royal Fund Management
Florida
$3K – – –
TF
170
Tompkins Financial
New York
$2K – – –
BHWM
171
Bay Harbor Wealth Management
Maryland
$1K – – –
SWP
172
Strategic Wealth Partners
Ohio
$13 +$13 +469 New
Ameriprise
173
Ameriprise
Minnesota
– -$3.26M -107,230 Closed
FAM
174
Formidable Asset Management
Ohio
– -$533K -17,327 Closed
FA
175
FDx Advisors
Illinois
– -$508K -16,715 Closed
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