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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 $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
42
Reduced
82
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$21M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9M
4
LFAS
Level Four Advisory Services
Texas
+$5.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.91M
2
PFS
Prospera Financial Services
Texas
-$6.06M
3
UBS Group
UBS Group
Switzerland
-$5.98M
4
LPL Financial
LPL Financial
California
-$5.47M
5
RJA
Raymond James & Associates
Florida
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
1W
152
1776 Wealth
Georgia
$25K -$25K -780 -50%
APWA
153
Atlas Private Wealth Advisors
New Jersey
$25K +$25K +780 New
OIA
154
Optimum Investment Advisors
Illinois
$22K – – –
GRP
155
Global Retirement Partners
California
$17K – – –
MLFP
156
MPS Loria Financial Planners
Illinois
$16K +$16K +500 New
GI
157
Gradient Investments
Minnesota
$16K +$16K +503 New
LF
158
Lee Financial
Texas
$14K – – –
AIM
159
Anchor Investment Management
South Carolina
$13K – – –
HPC
160
HM Payson & Co
Maine
$13K – – –
EWP
161
Engrave Wealth Partners
Texas
$13K – – –
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$13K +$13K +400 New
VFA
163
Valeo Financial Advisors
Indiana
$10K -$61.7K -1,852 -86%
CAL
164
Capital Analysts LLC
Pennsylvania
$10K -$17.3K -520 -63%
OPS
165
Orion Portfolio Solutions
Nebraska
$10K +$3.55K +110 +55%
FHA
166
Flagship Harbor Advisors
Massachusetts
$9K -$32.1K -1,000 -78%
GFPC
167
Global Financial Private Capital
Florida
$6K – – –
CFFP
168
Center for Financial Planning
Michigan
$5K – – –
ACA
169
Atlas Capital Advisors
Wyoming
$3.67K – – –
CI
170
CX Institutional
Indiana
$1K -$1.4K -42 -58%
BHWM
171
Bay Harbor Wealth Management
Maryland
$1K – – –
GSWM
172
Golden State Wealth Management
California
– -$1.73M -67,241 Closed
AI
173
Atria Investments
North Carolina
– -$434K -16,882 Closed
IWC
174
Integrated Wealth Concepts
Massachusetts
– -$429K -16,670 Closed
MAFM
175
Mid Atlantic Financial Management
Pennsylvania
– -$246K -9,568 Closed
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