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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$20.2M
2
LPL Financial
LPL Financial
California
$264M
3
OP
ORG Partners
Indiana
$11M
4
EP
Essential Planning
New Hampshire
$5.84M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$30.9M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
Morgan Stanley
New York
$393M
4
UBS Group
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
Insight Advisors
Pennsylvania
$926K -$198K -3,344 -18%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$926K +$209K +3,543 +29%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$917K +$106K +1,800 +13%
QCIG
154
Quad-Cities Investment Group
Iowa
$902K -$35.8K -607 -4%
CCFM
155
Clear Creek Financial Management
Washington
$898K -$21K -356 -2%
TWM
156
Trueblood Wealth Management
Ohio
$878K +$161K +2,731 +23%
LMKC
157
L.M. Kohn & Company
Ohio
$876K +$45.7K +773 +5%
GJWM
158
Gilliland Jeter Wealth Management
Arkansas
$868K +$591 +10 +0.1%
CIAS
159
Capital Investment Advisory Services
North Carolina
$840K -$130K -2,193 -13%
NPFS
160
Novak & Powell Financial Services
Florida
$836K -$37.4K -633 -4%
MPCA
161
Madison Park Capital Advisors
Washington
$757K -$59.8K -1,013 -7%
BF
162
BOK Financial
Oklahoma
$752K – – –
AWM
163
AE Wealth Management
Kansas
$724K -$1.48K -25 -0.2%
DFA
164
DHJJ Financial Advisors
Illinois
$724K -$88K -1,490 -11%
SWM
165
Spire Wealth Management
Virginia
$719K -$49K -830 -6%
TWM
166
Topsail Wealth Management
North Carolina
$700K +$700K +11,859 New
BPA
167
Beacon Pointe Advisors
California
$694K +$147K +2,487 +27%
TF
168
Tudor Financial
Ohio
$673K +$104K +1,757 +18%
Renaissance Technologies
169
Renaissance Technologies
New York
$661K +$661K +11,200 New
FCBT
170
First Citizens Bank & Trust
North Carolina
$654K +$52.6K +890 +9%
SFG
171
SNS Financial Group
Minnesota
$653K -$167K -2,834 -20%
BRWA
172
B. Riley Wealth Advisors
Florida
$633K +$9.86K +167 +2%
AAP
173
Arax Advisory Partners
Colorado
$616K +$93K +1,575 +18%
MHWM
174
Montz Harcus Wealth Management
Louisiana
$606K +$118 +2 +0%
TFS
175
Thoroughbred Financial Services
Tennessee
$583K +$15.5K +262 +3%
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7
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