FV icon

First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAAS
151
Capital Asset Advisory Services
Michigan
$465K -$35.2K -781 -7%
BRWA
152
B. Riley Wealth Advisors
Florida
$461K +$270 +6 +0.1%
PVI
153
Pine Valley Investments
New Jersey
$446K +$446K +10,193 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$443K -$339K -7,515 -43%
Goldman Sachs
155
Goldman Sachs
New York
$433K
SWMP
156
Signature Wealth Management Partners
New Jersey
$425K -$22K -487 -5%
AAP
157
Arax Advisory Partners
Colorado
$409K -$3.7K -82 -0.9%
HWA
158
HCR Wealth Advisors
California
$399K
LAS
159
LWM Advisory Services
Florida
$396K -$209K -4,633 -35%
TFS
160
Thoroughbred Financial Services
Tennessee
$396K
SOS
161
Silver Oak Securities
Tennessee
$396K +$30.9K +687 +8%
CWP
162
Cyndeo Wealth Partners
Florida
$389K +$16.2K +360 +4%
PFA
163
Professional Financial Advisors
Nebraska
$388K +$388K +8,135 New
Fidelity Investments
164
Fidelity Investments
Massachusetts
$380K +$48.7K +1,081 +15%
KWM
165
Kaydan Wealth Management
Michigan
$372K
TC
166
TownSquare Capital
Utah
$350K +$45 +1 +0%
IWM
167
IHT Wealth Management
Illinois
$349K +$349K +7,735 New
PTC
168
Private Trust Company
Ohio
$347K -$15.4K -341 -4%
IAIM
169
International Assets Investment Management
Florida
$343K +$343K +7,900 New
CFG
170
Carr Financial Group
Massachusetts
$333K -$151K -3,339 -31%
FAM
171
Formidable Asset Management
Ohio
$325K -$29K -643 -8%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$316K -$426K -9,439 -57%
BIP
173
Blueprint Investment Partners
North Carolina
$306K -$289K -6,418 -49%
GIA
174
Gladstone Institutional Advisory
Florida
$303K +$303K +6,732 New
FFA
175
Founders Financial Alliance
North Carolina
$302K -$6.13K -136 -2%