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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
21
Increased
75
Reduced
75
Closed
13
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
Morgan Stanley
Morgan Stanley
New York
$343M
3
MFS
Madrona Financial Services
Washington
$8.37M
4
UBS Group
UBS Group
Switzerland
$61M
5
LPL Financial
LPL Financial
California
$141M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$90.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
PFS
Prospera Financial Services
Texas
$104M
4
BBA
Braun-Bostich & Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$302K +$16.9K +353 +6%
SOS
152
Silver Oak Securities
Tennessee
$291K +$291K +6,170 New
SAM
153
Strategy Asset Managers
California
$279K +$279K +5,858 New
AWM
154
AE Wealth Management
Kansas
$269K -$112K -2,354 -29%
WFA
155
WMG Financial Advisors
Tennessee
$261K – – –
ACA
156
Aptus Capital Advisors
Alabama
$256K +$123K +2,578 +92%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$244K +$33.7K +709 +16%
AF
158
Allworth Financial
California
$240K +$381 +8 +0.2%
AFAS
159
Acorn Financial Advisory Services
Virginia
$240K +$240K +5,025 New
WWM
160
Wagner Wealth Management
South Carolina
$237K -$9.77K -205 -4%
YIA
161
YHB Investment Advisors
Connecticut
$236K +$236K +4,944 New
C
162
CEDRUS
Colorado
$231K +$231K +4,851 New
DSCM
163
Del-Sette Capital Management
New York
$231K – – –
RIA
164
Realta Investment Advisors
Delaware
$231K +$95 +2 +0%
WAM
165
WealthTrust Asset Management
Florida
$227K +$143 +3 +0.1%
FA
166
Flagstar Advisors
New York
$225K -$39K -820 -15%
FC
167
Fusion Capital
South Carolina
$221K +$191 +4 +0.1%
AIM
168
Aspen Investment Management
Michigan
$219K – – –
SS
169
Sunbelt Securities
Texas
$218K – – –
KIG
170
Kowal Investment Group
Wisconsin
$214K +$382 +8 +0.2%
CHC
171
City Holding Co
West Virginia
$210K – – –
Bank of New York Mellon
172
Bank of New York Mellon
New York
$207K – – –
IGWM
173
ICA Group Wealth Management
Colorado
$207K +$207K +4,190 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$184K -$13.1K -276 -7%
TSWM
175
Tyler-Stone Wealth Management
Ohio
$173K – – –
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7
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