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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

189 hedge funds and large institutions have $1.55B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
75
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.7M
2
GLA
Good Life Advisors
Pennsylvania
+$7.27M
3
LPL Financial
LPL Financial
California
+$6.69M
4
Wells Fargo
Wells Fargo
California
+$6.04M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.21M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$8.91M
2
Morgan Stanley
Morgan Stanley
New York
-$5.83M
3
BFA
Brendel Financial Advisors
New Hampshire
-$5.09M
4
Citigroup
Citigroup
New York
-$3.5M
5
SI
Stephens Inc
Arkansas
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
176
Lee Financial
Texas
$20K – – –
AIM
177
Anchor Investment Management
South Carolina
$18.5K – – –
HPC
178
HM Payson & Co
Maine
$18K – – –
GWSG
179
GPS Wealth Strategies Group
Colorado
$17K – – –
Bessemer Group
180
Bessemer Group
New Jersey
$17K +$9.98K +212 +142%
FP
181
Financial Perspectives
Minnesota
$14.5K – – –
FPS
182
Fieldpoint Private Securities
Connecticut
$14K – – –
KFI
183
Key Financial Inc
Pennsylvania
$13K – – –
PA
184
PSI Advisors
Florida
$8K +$8K +178 New
WQ
185
Wealth Quarterback
New Jersey
$7K +$51 +1 +0.7%
JAWM
186
J. Arnold Wealth Management
Ohio
$5K – – –
JCM
187
Jacobi Capital Management
Pennsylvania
$2K – – –
S
188
SignatureFD
Georgia
$1K – – –
LFAS
189
Level Four Advisory Services
Texas
– -$8.91M -187,946 Closed
BFA
190
Brendel Financial Advisors
New Hampshire
– -$5.09M -107,422 Closed
OMC
191
Old Mission Capital
Illinois
– -$734K -15,499 Closed
Bank of New York Mellon
192
Bank of New York Mellon
New York
– -$485K -10,232 Closed
JWCA
193
J.W. Cole Advisors
Florida
– -$370K -7,812 Closed
MFA
194
Mayflower Financial Advisors
Massachusetts
– -$244K -5,144 Closed
MWA
195
Meridian Wealth Advisors
Texas
– -$201K -4,250 Closed
WP
196
WealthShield Partners
North Carolina
– -$153K -3,224 Closed
Deutsche Bank
197
Deutsche Bank
Germany
– -$28K -590 Closed
CFFP
198
Center for Financial Planning
Michigan
– -$7K -147 Closed
ACA
199
Atlas Capital Advisors
Wyoming
– -$5.41K -114 Closed
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