FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

172 hedge funds and large institutions have $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
21
Increased
42
Reduced
82
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$21M
2
Morgan Stanley
Morgan Stanley
New York
+$13.1M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9M
4
LFAS
Level Four Advisory Services
Texas
+$5.73M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.18M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.91M
2
PFS
Prospera Financial Services
Texas
-$6.06M
3
UBS Group
UBS Group
Switzerland
-$5.98M
4
LPL Financial
LPL Financial
California
-$5.47M
5
RJA
Raymond James & Associates
Florida
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNT
176
Security National Trust
West Virginia
– -$111K -4,325 Closed
CAN
177
Claraphi Advisory Network
United States
– -$60K -2,315 Closed
NFG
178
Next Financial Group
Texas
– -$46K -1,781 Closed
CS
179
Capital Square
Tennessee
– -$34K -1,305 Closed
SF
180
Synovus Financial
Georgia
– -$33K -1,279 Closed
TRCT
181
Tower Research Capital (TRC)
New York
– -$28K -1,108 Closed
CBT
182
Capital Bank & Trust
California
– -$26K -1,000 Closed
SMFS
183
Squar Milner Financial Services
California
– -$20K -781 Closed
OC
184
Oakworth Capital
Alabama
– -$17K -671 Closed
TCOV
185
Trust Company of Vermont
Vermont
– -$14K -534 Closed
KTC
186
Kistler-Tiffany Companies
Pennsylvania
– -$16K -505 Closed
WAP
187
Wealthcare Advisory Partners
Pennsylvania
– -$13K -500 Closed
CAGAS
188
Capital Advisory Group Advisory Services
Minnesota
– -$12K -458 Closed
SFSIG
189
San Francisco Sentry Investment Group
California
– -$11K -441 Closed
KFI
190
Key Financial Inc
Pennsylvania
– -$7K -275 Closed
WQ
191
Wealth Quarterback
New Jersey
– -$3.5K -136 Closed
RFM
192
Royal Fund Management
Florida
– -$3K -128 Closed
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
– -$1K -56 Closed
4 5 6 7
8