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First Trust Dorsey Wright Focus 5 ETF

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
MGB Wealth Management
Texas
$588K
FCBT
152
First Citizens Bank & Trust
North Carolina
$572K
Prudential Financial
153
Prudential Financial
New Jersey
$546K -$6.24K -109 -1%
BRWA
154
B. Riley Wealth Advisors
Florida
$546K +$17.8K +402 +3%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$538K +$195K +3,408 +57%
SIG
156
Sargent Investment Group
Maryland
$536K -$17.2K -300 -3%
PVI
157
Pine Valley Investments
New Jersey
$531K +$3.61K +63 +0.7%
SF
158
Summit Financial
New Jersey
$526K +$15.7K +275 +3%
NFG
159
Nations Financial Group
Iowa
$520K +$35.5K +620 +7%
HWA
160
HCR Wealth Advisors
California
$506K
AAP
161
Arax Advisory Partners
Colorado
$505K -$11.4K -200 -2%
TC
162
TownSquare Capital
Utah
$500K +$67K +1,170 +15%
AAS
163
Avantax Advisory Services
Texas
$499K -$801 -14 -0.2%
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$488K
SW
165
Simplicity Wealth
New Jersey
$481K +$481K +8,402 New
CWP
166
Cyndeo Wealth Partners
Florida
$474K
KWM
167
Kaydan Wealth Management
Michigan
$472K
CAG
168
Csenge Advisory Group
Florida
$469K +$469K +8,196 New
TFS
169
Thoroughbred Financial Services
Tennessee
$454K -$250K -4,365 -35%
Fisher Asset Management
170
Fisher Asset Management
Washington
$435K +$435K +7,601 New
HW
171
Hancock Whitney
Mississippi
$433K -$57 -1 -0%
AQR Capital Management
172
AQR Capital Management
Connecticut
$428K +$428K +7,474 New
P
173
&Partners
Tennessee
$426K +$426K +7,447 New
AWM
174
Axxcess Wealth Management
California
$425K -$31.5K -550 -7%
CAAS
175
Capital Asset Advisory Services
Michigan
$417K -$30.9K -550 -7%