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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
151
Security National Trust
West Virginia
$136K +$136K +4,325 New
AF
152
Allworth Financial
California
$132K – – –
SBSB
153
Sullivan, Bruyette, Speros & Blaney
Virginia
$117K – – –
Fidelity Investments
154
Fidelity Investments
Massachusetts
$115K +$73.1K +2,309 +174%
US Bancorp
155
US Bancorp
Minnesota
$111K – – –
EP
156
Eudaimonia Partners
Tennessee
$99K +$99K +3,144 New
NFG
157
Next Financial Group
Texas
$96K -$8.13K -257 -8%
GFPC
158
Global Financial Private Client
Florida
$93.8K +$93.8K +2,973 New
AA
159
AlphaMark Advisors
Kentucky
$72K – – –
VFA
160
Valeo Financial Advisors
Indiana
$68K +$58.5K +1,852 +617%
SFS
161
Sowell Financial Services
Arkansas
$55K -$126 -4 -0.2%
CAL
162
Capital Analysts LLC
Pennsylvania
$51K -$1.2K -38 -2%
CFG
163
Citizens Financial Group
Rhode Island
$47K +$125 +4 +0.3%
CMA
164
Cedar Mountain Advisors
Oregon
$47K +$47K +1,480 New
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$46K -$15.9K -500 -26%
FHA
166
Flagship Harbor Advisors
Massachusetts
$40K – – –
AA
167
Ancora Advisors
Ohio
$38K +$38K +1,200 New
JPLA
168
Joseph P. Lucia & Associates
New York
$37K – – –
LWM
169
Liberty Wealth Management
California
$36K +$93 +3 +0.3%
TCWM
170
Total Clarity Wealth Management
Illinois
$35K +$35K +1,100 New
FA
171
Fortis Advisors
Pennsylvania
$32K – – –
CBT
172
Capital Bank & Trust
California
$32K – – –
PFP
173
Pinnacle Financial Partners
Tennessee
$32K +$32K +1,000 New
GDP
174
Great Diamond Partners
Maine
$31K +$31K +1,000 New
S
175
SignatureFD
Georgia
$29K +$64 +2 +0.2%
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7
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