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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

174 hedge funds and large institutions have $879M invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 93 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-30
Holders Change %
-14.71%
% of All Funds
3.84%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
12
Increased
39
Reduced
93
Closed
38
Calls
–
Puts
$319K
Net Calls
-$319K
Net Calls Change
+$215K

Top Buyers

1
SG
Strid Group
Pennsylvania
+$22.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.84M
3
TLP
Trinity Legacy Partners
Texas
+$2.08M
4
GSWM
Golden State Wealth Management
California
+$1.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$907K

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$63M
2
Morgan Stanley
Morgan Stanley
New York
-$43.2M
3
Wells Fargo
Wells Fargo
California
-$37.5M
4
CAN
Cetera Advisor Networks
California
-$28.7M
5
Bank of America
Bank of America
North Carolina
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
176
Independent Advisor Alliance
North Carolina
– -$5.07M -160,594 Closed
LA
177
LexAurum Advisors
Kansas
– -$3.48M -110,171 Closed
RIA
178
Regal Investment Advisors
Michigan
– -$3.23M -102,182 Closed
JIP
179
Jaffetilchin Investment Partners
Florida
– -$1.73M -54,742 Closed
Jane Street
180
Jane Street
New York
– -$996K -31,572 Closed
AWM
181
Affinity Wealth Management
Delaware
– -$991K -31,400 Closed
Citadel Advisors
182
Citadel Advisors
Florida
– -$906K -28,678 Closed
RFWA
183
RPg Family Wealth Advisory
Massachusetts
– -$749K -23,740 Closed
CAAS
184
Capital Asset Advisory Services
Michigan
– -$697K -20,861 Closed
MWM
185
MinichMacGregor Wealth Management
New York
– -$554K -17,555 Closed
FAM
186
Formidable Asset Management
Ohio
– -$505K -15,412 Closed
AIM
187
Aspen Investment Management
Michigan
– -$382K -12,100 Closed
WAM
188
Wealthspire Advisors (Maryland)
Maryland
– -$372K -11,784 Closed
JWCA
189
J.W. Cole Advisors
Florida
– -$333K -10,550 Closed
PAG
190
Private Advisory Group
Washington
– -$329K -10,409 Closed
WB
191
Webster Bank
Connecticut
– -$271K -8,600 Closed
GIA
192
Gladstone Institutional Advisory
Florida
– -$259K -8,199 Closed
Northern Trust
193
Northern Trust
Illinois
– -$232K -7,349 Closed
ODG
194
O'Dell Group
Ohio
– -$224K -7,104 Closed
SAM
195
Strategy Asset Managers
California
– -$216K -6,829 Closed
LNC
196
Lincoln National Corp
Pennsylvania
– -$207K -6,577 Closed
PFA
197
Plotkin Financial Advisors
Maryland
– -$204K -6,462 Closed
RIA
198
Realta Investment Advisors
Delaware
– -$158K -5,138 Closed
Deutsche Bank
199
Deutsche Bank
Germany
– -$155K -4,938 Closed
SBSB
200
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$117K -3,722 Closed
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