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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
40
Increased
42
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$105M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.69M
3
RIA
Regal Investment Advisors
Michigan
+$4.67M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.52M
5
MWM
Meridian Wealth Management
Kentucky
+$3.22M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$32.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.02M
3
WS
Wedbush Securities
California
-$4.05M
4
UBS Group
UBS Group
Switzerland
-$3.94M
5
Wells Fargo
Wells Fargo
California
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
176
Money Concepts Capital
Florida
$27K +$27K +657 New
Deutsche Bank
177
Deutsche Bank
Germany
$24K – – –
MLFP
178
MPS Loria Financial Planners
Illinois
$20K – – –
LF
179
Lee Financial
Texas
$18K – – –
GI
180
Gradient Investments
Minnesota
$17K – – –
AIM
181
Anchor Investment Management
South Carolina
$16.4K – – –
LFG
182
Larson Financial Group
Missouri
$16K +$16K +406 New
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$15K -$15.8K -400 -51%
DAC
184
Dividend Assets Capital
South Carolina
$14K +$14K +340 New
VFA
185
Valeo Financial Advisors
Indiana
$12K – – –
CAL
186
Capital Analysts LLC
Pennsylvania
$12K – – –
KFI
187
Key Financial Inc
Pennsylvania
$11K +$11K +275 New
FWM
188
ForthRight Wealth Management
Georgia
$7K +$7K +166 New
CFFP
189
Center for Financial Planning
Michigan
$6K – – –
TCWA
190
Ten Capital Wealth Advisors
Washington
$5K +$5K +122 New
ACA
191
Atlas Capital Advisors
Wyoming
$4.62K +$4.62K +114 New
BWA
192
BDO Wealth Advisors
Florida
$2K +$2K +40 New
S
193
SignatureFD
Georgia
$1K – – –
BHWM
194
Bay Harbor Wealth Management
Maryland
$1K – – –
Citadel Advisors
195
Citadel Advisors
Florida
– -$1.37M -40,212 Closed
CWM
196
Cornerstone Wealth Management
Missouri
– -$426K -12,475 Closed
RFN
197
RDA Financial Network
Iowa
– -$354K -10,381 Closed
WP
198
WealthShield Partners
North Carolina
– -$120K -3,527 Closed
TLP
199
Trinity Legacy Partners
Texas
– -$205K -3,112 Closed
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
– -$103K -2,975 Closed
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