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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

174 hedge funds and large institutions have $879M invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-30
Holders Change %
-14.71%
% of All Funds
3.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
12
Increased
39
Reduced
93
Closed
38
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$215K

Top Buyers

1
SG
Strid Group
Pennsylvania
+$22.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
3
TLP
Trinity Legacy Partners
Texas
+$2.08M
4
GSWM
Golden State Wealth Management
California
+$1.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$907K

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$63M
2
Morgan Stanley
Morgan Stanley
New York
-$43.2M
3
Wells Fargo
Wells Fargo
California
-$37.5M
4
CAN
Cetera Advisor Networks
California
-$28.7M
5
Bank of America
Bank of America
North Carolina
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
151
Verus Capital Partners
Arizona
$21K +$5.11K +194 +32%
SMFS
152
Squar Milner Financial Services
California
$20K – – –
OIA
153
Optimum Investment Advisors
Illinois
$17K – – –
OC
154
Oakworth Capital
Alabama
$17K +$17K +671 New
KTC
155
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
TCOV
156
Trust Company of Vermont
Vermont
$14K – – –
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$13K – – –
GRP
158
Global Retirement Partners
California
$13K – – –
CAGAS
159
Capital Advisory Group Advisory Services
Minnesota
$12K +$12K +458 New
LF
160
Lee Financial
Texas
$11K – – –
SFSIG
161
San Francisco Sentry Investment Group
California
$11K +$11K +441 New
AIM
162
Anchor Investment Management
South Carolina
$10.4K – – –
EWP
163
Engrave Wealth Partners
Texas
$10K – – –
HPC
164
HM Payson & Co
Maine
$10K – – –
KFI
165
Key Financial Inc
Pennsylvania
$7K +$7K +275 New
GFPC
166
Global Financial Private Capital
Florida
$5K – – –
OPS
167
Orion Portfolio Solutions
Nebraska
$5K +$3K +120 +150%
CFFP
168
Center for Financial Planning
Michigan
$4K – – –
WQ
169
Wealth Quarterback
New Jersey
$3.5K -$643 -25 -16%
RFM
170
Royal Fund Management
Florida
$3K – – –
ACA
171
Atlas Capital Advisors
Wyoming
$2.94K – – –
CI
172
CX Institutional
Indiana
$2K -$889 -32 -31%
BHWM
173
Bay Harbor Wealth Management
Maryland
$1K – – –
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$1K +$1K +56 New
WEPOG
175
Wealth Enhancement & Preservation of GA
Georgia
– -$8.11M -257,401 Closed
5 6
7
8 9