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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.51B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
21
Increased
79
Reduced
77
Closed
25
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$324M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$25.6M
3
HI
3
Hudock Inc
Pennsylvania
$8.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.7M
5
UBS Group
5
UBS Group
Switzerland
$59.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$60.5M
2
LPL Financial
2
LPL Financial
California
$111M
3
MCC
3
Money Concepts Capital
Florida
$42K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
SWM
5
Spire Wealth Management
Virginia
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
151
Signature Wealth Management Partners
New Jersey
$300K -$93.2K -2,250 -24%
SFP
152
Sweet Financial Partners
Minnesota
$283K -$3.31K -80 -1%
JWCA
153
J.W. Cole Advisors
Florida
$277K -$20.7K -499 -7%
AWM
154
AE Wealth Management
Kansas
$273K +$38.7K +932 +16%
BRWA
155
B. Riley Wealth Advisors
Florida
$253K -$9.52K -229 -4%
FFA
156
Founders Financial Alliance
North Carolina
$252K -$28.7K -693 -10%
ATC
157
Argent Trust Co
Tennessee
$238K +$238K +5,750 New
WFA
158
WMG Financial Advisors
Tennessee
$229K – – –
ACA
159
Aptus Capital Advisors
Alabama
$223K – – –
GWANC
160
Guardian Wealth Advisors (North Carolina)
North Carolina
$223K +$116K +2,797 +108%
AFAS
161
Acorn Financial Advisory Services
Virginia
$215K +$7.95K +193 +4%
IAN
162
Integrated Advisors Network
Texas
$212K +$212K +5,117 New
WWM
163
Wagner Wealth Management
South Carolina
$206K +$83 +2 +0%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$204K -$7.9K -191 -4%
DSCM
165
Del-Sette Capital Management
New York
$201K – – –
CHC
166
City Holding Co
West Virginia
$182K – – –
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$162K +$1.94K +47 +1%
VVP
168
Venture Visionary Partners
Ohio
$154K +$154K +3,730 New
TSWM
169
Tyler-Stone Wealth Management
Ohio
$151K – – –
PFA
170
Professional Financial Advisors
Nebraska
$143K -$193K -4,673 -57%
US Bancorp
171
US Bancorp
Minnesota
$118K -$15.4K -372 -12%
SWM
172
SeaCrest Wealth Management
New York
$93K +$93K +2,251 New
CA
173
Clearstead Advisors
Ohio
$82K – – –
William Blair & Company
174
William Blair & Company
Illinois
$78K +$332 +8 +0.4%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$72K -$64.8K -1,563 -47%
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7
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