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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

245 hedge funds and large institutions have $1.96B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+32
Holders Change %
+15.02%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
52
Increased
94
Reduced
66
Closed
16
Calls
$410K
Puts
–
Net Calls
+$410K
Net Calls Change
-$46K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$186M
2
OCM
One Capital Management
California
$29.7M
3
Morgan Stanley
Morgan Stanley
New York
$390M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$141M
5
LPL Financial
LPL Financial
California
$143M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$54.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$81.2M
3
MSFS
Main Street Financial Solutions
Pennsylvania
$2.35M
4
BFEC
Benjamin F. Edwards & Company
Missouri
$1.18M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$342K +$38.3K +822 +13%
AWA
177
ARQ Wealth Advisors
Arizona
$341K -$1.07K -23 -0.3%
FFA
178
Founders Financial Alliance
North Carolina
$318K -$3.12K -67 -1%
JWCA
179
J.W. Cole Advisors
Florida
$311K – – –
SFP
180
Sweet Financial Partners
Minnesota
$308K -$10.6K -228 -3%
AWA
181
Acorn Wealth Advisors
Michigan
$291K -$21.2K -454 -7%
AFAS
182
Acorn Financial Advisory Services
Virginia
$290K +$61.3K +1,317 +27%
GRP
183
Global Retirement Partners
California
$287K +$149K +3,211 +109%
SAM
184
Strategy Asset Managers
California
$273K +$186 +4 +0.1%
AFWM
185
AMJ Financial Wealth Management
Virginia
$267K +$267K +5,743 New
M&T Bank
186
M&T Bank
New York
$264K – – –
WFA
187
WMG Financial Advisors
Tennessee
$257K -$4.66K -100 -2%
NFG
188
Nations Financial Group
Iowa
$249K +$249K +5,356 New
BWP
189
Balboa Wealth Partners
Arizona
$245K -$4.05K -87 -2%
Fisher Asset Management
190
Fisher Asset Management
Washington
$241K +$241K +5,167 New
ACA
191
Aptus Capital Advisors
Alabama
$239K – – –
GWANC
192
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K – – –
HIP
193
HUB Investment Partners
Texas
$236K -$42.3K -909 -15%
CCWM
194
Cassaday & Co Wealth Management
Virginia
$233K +$233K +5,000 New
FFN
195
Focus Financial Network
Minnesota
$230K -$46.7K -1,004 -17%
HSA
196
HBK Sorce Advisory
Pennsylvania
$227K +$227K +4,886 New
MC
197
Moors & Cabot
Massachusetts
$224K -$267K -5,746 -54%
WAM
198
WealthTrust Asset Management
Florida
$223K +$223K +4,801 New
FA
199
Flagstar Advisors
New York
$223K -$40.9K -878 -16%
WMA
200
West Michigan Advisors
Michigan
$222K +$222K +4,761 New
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