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First Trust Dorsey Wright Focus 5 ETF

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
Net Calls
+$220K
Net Calls Change
+$220K
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
151
Argent Trust Co
Tennessee
$529K -$37.5K -800 -7%
EA
152
Eudaimonia Advisors
Tennessee
$521K -$422 -9 -0.1%
BPA
153
Beacon Pointe Advisors
California
$520K -$108K -2,292 -17%
SIG
154
Sargent Investment Group
Maryland
$515K -$24.9K -530 -5%
3F
155
360 Financial
Minnesota
$506K +$14.5K +309 +3%
CAAS
156
Capital Asset Advisory Services
Michigan
$493K
Goldman Sachs
157
Goldman Sachs
New York
$487K +$36.1K +770 +8%
KA
158
Kovack Advisors
Florida
$470K -$78.4K -1,672 -14%
PVI
159
Pine Valley Investments
New Jersey
$469K -$9.57K -204 -2%
SF
160
Summit Financial
New Jersey
$457K +$457K +9,741 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$446K -$15K -320 -3%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$438K +$42.2K +900 +11%
AAP
163
Arax Advisory Partners
Colorado
$425K +$141 +3 +0%
HWA
164
HCR Wealth Advisors
California
$415K
SWMP
165
Signature Wealth Management Partners
New Jersey
$413K -$29.8K -636 -7%
TFS
166
Thoroughbred Financial Services
Tennessee
$404K -$7.73K -165 -2%
NFG
167
Nations Financial Group
Iowa
$388K +$89.9K +1,917 +30%
CWP
168
Cyndeo Wealth Partners
Florida
$388K -$16.8K -359 -4%
KWM
169
Kaydan Wealth Management
Michigan
$387K
IWM
170
IHT Wealth Management
Illinois
$380K +$16.7K +357 +5%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$368K +$38.8K +828 +12%
TC
172
TownSquare Capital
Utah
$355K -$9.38K -200 -3%
BPFA
173
Barnes Pettey Financial Advisors
Mississippi
$345K -$212K -4,529 -38%
AWA
174
ARQ Wealth Advisors
Arizona
$339K +$35.7K +762 +12%
FAM
175
Formidable Asset Management
Ohio
$338K