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First Trust Dorsey Wright Focus 5 ETF

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
3F
151
360 Financial
Minnesota
$561K -$1.13K -22 -0.2%
TWM
152
Trueblood Wealth Management
Ohio
$554K +$554K +10,740 New
CFG
153
Carr Financial Group
Massachusetts
$552K +$168K +3,254 +44%
GRP
154
Global Retirement Partners
California
$550K +$9.76K +192 +2%
DC
155
Davenport & Co
Virginia
$538K +$50K +970 +10%
MWM
156
MGB Wealth Management
Texas
$529K +$529K +10,271 New
RA
157
RFG Advisory
Alabama
$526K -$1.2M -23,289 -70%
FCBT
158
First Citizens Bank & Trust
North Carolina
$516K +$516K +10,000 New
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$506K +$61.6K +1,194 +14%
SIG
160
Sargent Investment Group
Maryland
$499K -$15.5K -300 -3%
Prudential Financial
161
Prudential Financial
New Jersey
$497K +$142K +2,761 +40%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$477K +$16.6K +322 +4%
PVI
163
Pine Valley Investments
New Jersey
$475K -$5.57K -108 -1%
Ameriprise
164
Ameriprise
Minnesota
$465K +$67.9K +1,318 +17%
AAP
165
Arax Advisory Partners
Colorado
$465K -$2.73K -53 -0.6%
SF
166
Summit Financial
New Jersey
$460K -$33.7K -654 -7%
HWA
167
HCR Wealth Advisors
California
$456K
AAS
168
Avantax Advisory Services
Texas
$451K -$177K -3,432 -28%
OC
169
Oakworth Capital
Alabama
$443K +$289K +5,600 +187%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$439K -$144K -2,795 -25%
NFG
171
Nations Financial Group
Iowa
$437K -$41.4K -803 -9%
CWP
172
Cyndeo Wealth Partners
Florida
$427K
KWM
173
Kaydan Wealth Management
Michigan
$425K
AWM
174
Axxcess Wealth Management
California
$411K -$97.4K -1,890 -19%
CAAS
175
Capital Asset Advisory Services
Michigan
$411K -$41.8K -810 -9%