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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
176
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
1W
177
1776 Wealth
Georgia
$24K +$24K +780 New
SMFS
178
Squar Milner Financial Services
California
$24K +$24K +781 New
OIA
179
Optimum Investment Advisors
Illinois
$21K – – –
VCP
180
Verus Capital Partners
Arizona
$19K +$19K +604 New
TCOV
181
Trust Company of Vermont
Vermont
$17K – – –
GRP
182
Global Retirement Partners
California
$16K – – –
KTC
183
Kistler-Tiffany Companies
Pennsylvania
$16K – – –
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
LF
185
Lee Financial
Texas
$14K – – –
HPC
186
HM Payson & Co
Maine
$13K – – –
EWP
187
Engrave Wealth Partners
Texas
$13K +$13K +418 New
AIM
188
Anchor Investment Management
South Carolina
$12.8K – – –
TRCT
189
Tower Research Capital (TRC)
New York
$9K +$9K +297 New
GFPC
190
Global Financial Private Capital
Florida
$6K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$6K +$6K +200 New
AA
192
Argent Advisors
Louisiana
$6K +$6K +200 New
GFP
193
Gryphon Financial Partners
Ohio
$6K +$6K +200 New
CFFP
194
Center for Financial Planning
Michigan
$5K +$5K +147 New
WQ
195
Wealth Quarterback
New Jersey
$4.29K +$4.29K +161 New
WCG
196
Weaver Consulting Group
California
$4K – – –
RFM
197
Royal Fund Management
Florida
$4K – – –
ACA
198
Atlas Capital Advisors
Wyoming
$3.6K -$9.17K -290 -72%
CI
199
CX Institutional
Indiana
$3K -$2.74M -95,047 -100%
OPS
200
Orion Portfolio Solutions
Nebraska
$3K +$3K +80 New
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