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First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
176
J.W. Cole Advisors
Florida
$302K +$90 +2 +0%
SFP
177
Sweet Financial Partners
Minnesota
$298K
AWA
178
ARQ Wealth Advisors
Arizona
$291K -$38.8K -860 -12%
NFG
179
Nations Financial Group
Iowa
$287K +$45.4K +1,006 +19%
AWA
180
Acorn Wealth Advisors
Michigan
$282K +$902 +20 +0.3%
AFAS
181
Acorn Financial Advisory Services
Virginia
$274K -$7.26K -161 -3%
William Blair & Company
182
William Blair & Company
Illinois
$273K +$146K +3,241 +115%
SAM
183
Strategy Asset Managers
California
$265K +$180 +4 +0.1%
AFWM
184
AMJ Financial Wealth Management
Virginia
$262K +$2.62K +58 +1%
M&T Bank
185
M&T Bank
New York
$252K -$4.51K -100 -2%
WFA
186
WMG Financial Advisors
Tennessee
$244K -$4.87K -108 -2%
BWP
187
Balboa Wealth Partners
Arizona
$233K -$3.83K -85 -2%
ACA
188
Aptus Capital Advisors
Alabama
$231K
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$231K
HIP
190
HUB Investment Partners
Texas
$228K
CCWM
191
Cassaday & Co Wealth Management
Virginia
$225K
FFN
192
Focus Financial Network
Minnesota
$224K +$811 +18 +0.4%
WAM
193
WealthTrust Asset Management
Florida
$217K +$766 +17 +0.4%
WMA
194
West Michigan Advisors
Michigan
$215K
AIM
195
Aspen Investment Management
Michigan
$207K
CCM
196
Crabel Capital Management
California
$207K +$207K +4,600 New
KIG
197
Kowal Investment Group
Wisconsin
$205K +$676 +15 +0.3%
RIA
198
Realta Investment Advisors
Delaware
$201K +$180 +4 +0.1%
CHC
199
City Holding Co
West Virginia
$185K
SS
200
Sunbelt Securities
Texas
$167K +$167K +3,743 New