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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
40
Increased
42
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$105M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.69M
3
RIA
Regal Investment Advisors
Michigan
+$4.67M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.52M
5
MWM
Meridian Wealth Management
Kentucky
+$3.22M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$32.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.02M
3
WS
Wedbush Securities
California
-$4.05M
4
UBS Group
UBS Group
Switzerland
-$3.94M
5
Wells Fargo
Wells Fargo
California
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$136K +$35.4K +877 +35%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$132K -$22.3K -553 -14%
ACA
153
Aptus Capital Advisors
Alabama
$123K -$216K -5,354 -64%
HPC
154
HM Payson & Co
Maine
$86K – – –
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$78K – – –
NFG
156
Next Financial Group
Texas
$77K +$4.52K +111 +6%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$68K +$3.89K +96 +6%
GFPC
158
Global Financial Private Client
Florida
$60.5K – – –
CMA
159
Cedar Mountain Advisors
Oregon
$60K – – –
MIM
160
MTM Investment Management
South Carolina
$58K +$58K +1,430 New
SFS
161
Sowell Financial Services
Arkansas
$52K -$607 -15 -1%
LIA
162
Luken Investment Analytics
Tennessee
$52K +$52K +1,275 New
AA
163
AlphaMark Advisors
Kentucky
$51K – – –
William Blair & Company
164
William Blair & Company
Illinois
$50K -$134K -3,316 -73%
AA
165
Ancora Advisors
Ohio
$49K -$929K -22,754 -95%
LWM
166
Liberty Wealth Management
California
$48K – – –
GRP
167
Global Retirement Partners
California
$48K +$27K +668 +128%
JPLA
168
Joseph P. Lucia & Associates
New York
$40K +$40K +1,000 New
TWM
169
Tradition Wealth Management
Minnesota
$38K +$38K +931 New
LWANC
170
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K – – –
PFP
171
Pinnacle Financial Partners
Tennessee
$34K – – –
APWA
172
Atlas Private Wealth Advisors
New Jersey
$32K – – –
JAWM
173
J. Arnold Wealth Management
Ohio
$32K +$32K +800 New
RPWA
174
Regent Peak Wealth Advisors
Georgia
$29K +$29K +711 New
AWG
175
Altus Wealth Group
Colorado
$28K +$28K +698 New
5 6
7
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