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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
+$268K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
OP
2
ORG Partners
Indiana
$3.54M
3
RJA
3
Raymond James & Associates
Florida
$97.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$27.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.8M
2
AP
2
Atwood & Palmer
Missouri
$8.08M
3
PAG
3
Private Advisor Group
New Jersey
$11.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$707K +$232K +3,987 +49%
TWM
152
Trueblood Wealth Management
Ohio
$707K +$64.4K +1,105 +10%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$686K +$66.9K +1,148 +11%
CCB
154
Cutter & Co Brokerage
Missouri
$632K -$641 -11 -0.1%
BRWA
155
B. Riley Wealth Advisors
Florida
$609K -$121K -2,103 -17%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$601K -$117 -2 -0%
MHWM
157
Montz Harcus Wealth Management
Louisiana
$597K +$597K +10,253 New
KWM
158
Kingsview Wealth Management
Oregon
$594K +$154K +2,647 +35%
FCBT
159
First Citizens Bank & Trust
North Carolina
$593K +$10.4K +178 +2%
Qube Research & Technologies (QRT)
160
Qube Research & Technologies (QRT)
United Kingdom
$586K -$143K -2,461 -20%
TF
161
Tudor Financial
Ohio
$562K +$562K +9,646 New
TFS
162
Thoroughbred Financial Services
Tennessee
$560K +$21.8K +374 +4%
NFG
163
Nations Financial Group
Iowa
$551K +$11.9K +204 +2%
BPA
164
Beacon Pointe Advisors
California
$540K – – –
ACM
165
Advisors Capital Management
New Jersey
$536K +$536K +9,200 New
PVI
166
Pine Valley Investments
New Jersey
$516K -$874 -15 -0.2%
AAP
167
Arax Advisory Partners
Colorado
$516K -$2.27K -39 -0.4%
HWA
168
HCR Wealth Advisors
California
$515K – – –
MWM
169
MGB Wealth Management
Texas
$514K -$74.1K -1,271 -13%
AAS
170
Avantax Advisory Services
Texas
$510K -$5.83K -100 -1%
SIG
171
Sargent Investment Group
Maryland
$499K -$6K -103 -1%
OCM
172
One Capital Management
California
$495K – – –
WMA
173
West Michigan Advisors
Michigan
$488K +$173K +2,962 +55%
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$485K -$11.7K -200 -2%
CBB
175
Citizens Business Bank
California
$484K +$484K +8,300 New
5 6
7
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