FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

213 hedge funds and large institutions have $1.57B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
21
Increased
87
Reduced
69
Closed
17
Calls
$456K
Puts
–
Net Calls
+$456K
Net Calls Change
-$8K

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$82.2M
2
Wells Fargo
2
Wells Fargo
California
$133M
3
UBS Group
3
UBS Group
Switzerland
$65.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.7M
5
RJA
5
Raymond James & Associates
Florida
$58.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$83.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$320M
4
PAG
4
Private Advisory Group
Washington
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
151
Founders Financial Alliance
North Carolina
$284K +$34K +826 +14%
SFP
152
Sweet Financial Partners
Minnesota
$281K – – –
AWA
153
Acorn Wealth Advisors
Michigan
$275K -$82.7K -2,013 -23%
JWCA
154
J.W. Cole Advisors
Florida
$275K +$41 +1 +0%
FPIS
155
Financial Planning & Information Services
Wisconsin
$270K +$270K +6,582 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$268K +$65.5K +1,596 +32%
HIP
157
HUB Investment Partners
Texas
$245K -$191K -4,665 -44%
FFN
158
Focus Financial Network
Minnesota
$244K -$124K -3,031 -34%
SAM
159
Strategy Asset Managers
California
$241K +$241K +5,863 New
M&T Bank
160
M&T Bank
New York
$233K +$233K +5,680 New
FA
161
Flagstar Advisors
New York
$233K +$233K +5,664 New
WFA
162
WMG Financial Advisors
Tennessee
$232K +$4.75K +115 +2%
VWA
163
V Wealth Advisors
Kansas
$224K +$224K +5,472 New
BWP
164
Balboa Wealth Partners
Arizona
$219K +$219K +5,347 New
IAIM
165
International Assets Investment Management
Florida
$219K +$219K +6,511 New
GWANC
166
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K -$10.2K -250 -5%
ACA
167
Aptus Capital Advisors
Alabama
$210K -$10.2K -250 -5%
IAN
168
Integrated Advisors Network
Texas
$210K +$82 +2 +0%
AFAS
169
Acorn Financial Advisory Services
Virginia
$201K -$12.2K -299 -6%
RIA
170
Realta Investment Advisors
Delaware
$179K +$179K +4,373 New
CHC
171
City Holding Co
West Virginia
$168K -$12.3K -300 -7%
TSWM
172
Tyler-Stone Wealth Management
Ohio
$149K – – –
PFA
173
Professional Financial Advisors
Nebraska
$142K +$327 +8 +0.2%
GRP
174
Global Retirement Partners
California
$140K +$62.3K +1,317 +80%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$121K -$39.8K -970 -25%
5 6
7
8 9