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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.96B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+32
Holders Change %
+15.02%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
52
Increased
94
Reduced
66
Closed
16
Calls
$410K
Puts
–
Net Calls
+$410K
Net Calls Change
-$46K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$186M
2
OCM
One Capital Management
California
$29.7M
3
Morgan Stanley
Morgan Stanley
New York
$390M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$141M
5
LPL Financial
LPL Financial
California
$143M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$54.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$81.2M
3
MSFS
Main Street Financial Solutions
Pennsylvania
$2.35M
4
BFEC
Benjamin F. Edwards & Company
Missouri
$1.18M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
151
Capital Asset Advisory Services
Michigan
$516K -$7.12K -153 -1%
CFG
152
Carr Financial Group
Massachusetts
$499K +$499K +10,727 New
LMKC
153
L.M. Kohn & Company
Ohio
$498K +$4.47K +96 +0.9%
BRWA
154
B. Riley Wealth Advisors
Florida
$476K -$614K -13,179 -56%
CF
155
Centaurus Financial
California
$467K +$467K +10,037 New
FANJ
156
Financial Architects (New Jersey)
New Jersey
$466K – – –
SWMP
157
Signature Wealth Management Partners
New Jersey
$462K +$125K +2,679 +37%
Goldman Sachs
158
Goldman Sachs
New York
$447K – – –
VT
159
Vise Technologies
New York
$438K +$438K +9,415 New
AAP
160
Arax Advisory Partners
Colorado
$426K -$1.77K -38 -0.4%
APWA
161
Atlas Private Wealth Advisors
New Jersey
$421K +$421K +9,039 New
WS
162
Wedbush Securities
California
$413K -$37.6K -808 -8%
HWA
163
HCR Wealth Advisors
California
$412K – – –
TFS
164
Thoroughbred Financial Services
Tennessee
$409K +$7.68K +165 +2%
3F
165
360 Financial
Minnesota
$392K – – –
AA
166
AlphaMark Advisors
Kentucky
$389K +$256K +5,500 +193%
CWP
167
Cyndeo Wealth Partners
Florida
$385K +$385K +8,277 New
KWM
168
Kaydan Wealth Management
Michigan
$384K +$4.93K +106 +1%
SOS
169
Silver Oak Securities
Tennessee
$377K +$377K +8,105 New
PTC
170
Private Trust Company
Ohio
$375K -$32.8K -703 -8%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$372K +$372K +7,991 New
ICM
172
Intrepid Capital Management
Florida
$365K -$65.3K -1,401 -15%
FAM
173
Formidable Asset Management
Ohio
$365K +$13.5K +290 +4%
TC
174
TownSquare Capital
Utah
$362K -$34K -731 -9%
BPA
175
Beacon Pointe Advisors
California
$348K -$116K -2,492 -25%
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7
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