FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

179 hedge funds and large institutions have $1.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
–
Holders Change %
0%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
25
Increased
69
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$124M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.3M
3
WWM
Western Wealth Management
Colorado
+$15.6M
4
AG
Advisor Group
Arizona
+$12.5M
5
CAN
Cetera Advisor Networks
California
+$3.71M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$7.87M
2
RJA
Raymond James & Associates
Florida
-$6.21M
3
Bank of America
Bank of America
North Carolina
-$3.99M
4
Wells Fargo
Wells Fargo
California
-$3.35M
5
CA
Cetera Advisors
Colorado
-$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
176
Tompkins Financial
New York
$2K – – –
BHWM
177
Bay Harbor Wealth Management
Maryland
$1K -$70.1K -2,034 -99%
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
– -$3.07K -102,043 Closed
GIA
179
Gladstone Institutional Advisory
Florida
– -$1.19M -39,706 Closed
TFS
180
Thoroughbred Financial Services
Tennessee
– -$797K -26,509 Closed
SS
181
Simplicity Solutions
Minnesota
– -$499K -16,608 Closed
CWA
182
Clarus Wealth Advisors
Arizona
– -$265K -8,800 Closed
CCA
183
Clearwater Capital Advisors
Illinois
– -$243K -8,092 Closed
XS
184
XR Securities
Illinois
– -$235K -7,808 Closed
BlackRock
185
BlackRock
New York
– -$100K -3,332 Closed
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
– -$75K -2,500 Closed
SWM
187
SeaCrest Wealth Management
New York
– -$63K -2,081 Closed
LC
188
Lavaca Capital
Texas
– -$32K -1,057 Closed
PFP
189
Pinnacle Financial Partners
Tennessee
– -$30K -1,000 Closed
WCM
190
Whitener Capital Management
North Carolina
– -$15K -500 Closed
WCM
191
WealthBridge Capital Management
Ohio
– -$15K -496 Closed
LFA
192
Legacy Financial Advisors
Kentucky
– -$9K -300 Closed
BBHC
193
Brown Brothers Harriman & Co
New York
– -$7K -244 Closed
IWP
194
Icon Wealth Partners
Texas
– -$5K -169 Closed
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
– -$4K -144 Closed
HCC
196
Hirtle Callaghan & Co
Pennsylvania
– -$4K -118 Closed
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
– -$2K -77 Closed
HNB
198
Huntington National Bank
Ohio
– -$17K – –
4 5 6 7
8