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First Trust Dorsey Wright Focus 5 ETF

190 hedge funds and large institutions have $1.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
13
Increased
52
Reduced
75
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$188K +$104K +2,192 +123%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$171K -$66.2K -1,400 -28%
WP
153
WealthShield Partners
North Carolina
$153K -$807 -17 -0.5%
US Bancorp
154
US Bancorp
Minnesota
$151K +$14.4K +306 +11%
ACA
155
Aptus Capital Advisors
Alabama
$133K -$11.9K -250 -8%
TFS
156
TrustCore Financial Services
Tennessee
$102K +$102K +2,150 New
CA
157
Clearstead Advisors
Ohio
$94K
NFG
158
Next Financial Group
Texas
$89K -$1.1K -23 -1%
GFPC
159
Global Financial Private Client
Florida
$71K
CMA
160
Cedar Mountain Advisors
Oregon
$70K
MIM
161
MTM Investment Management
South Carolina
$68K
William Blair & Company
162
William Blair & Company
Illinois
$58K
AA
163
Ancora Advisors
Ohio
$57K
GRP
164
Global Retirement Partners
California
$56K
AA
165
AlphaMark Advisors
Kentucky
$47K -$11.8K -250 -20%
PFP
166
Pinnacle Financial Partners
Tennessee
$47K
PWA
167
Pinnacle Wealth Advisors
Tennessee
$47K +$47K +1,000 New
TWM
168
Tradition Wealth Management
Minnesota
$44K
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K
APWA
170
Atlas Private Wealth Advisors
New Jersey
$37K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$37K +$6.17K +132 +20%
Deutsche Bank
172
Deutsche Bank
Germany
$28K
JPLA
173
Joseph P. Lucia & Associates
New York
$28K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$27K +$27K +580 New
GI
175
Gradient Investments
Minnesota
$24K