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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$320K +$272K +5,801 +570%
FFA
177
Founders Financial Alliance
North Carolina
$315K +$563 +12 +0.2%
JWCA
178
J.W. Cole Advisors
Florida
$314K – – –
PTC
179
Private Trust Company
Ohio
$304K -$57.2K -1,220 -16%
AWA
180
Acorn Wealth Advisors
Michigan
$291K -$2.91K -62 -1%
AFAS
181
Acorn Financial Advisory Services
Virginia
$285K +$47 +1 +0%
Fisher Asset Management
182
Fisher Asset Management
Washington
$271K +$271K +5,771 New
CFG
183
Carr Financial Group
Massachusetts
$268K -$78.5K -1,673 -23%
M&T Bank
184
M&T Bank
New York
$262K – – –
SFP
185
Sweet Financial Partners
Minnesota
$262K -$48.6K -1,035 -16%
WFA
186
WMG Financial Advisors
Tennessee
$255K +$1.08K +23 +0.4%
Prudential Financial
187
Prudential Financial
New Jersey
$248K +$248K +5,291 New
MFG
188
Merit Financial Group
Georgia
$242K +$242K +5,161 New
GWANC
189
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K – – –
ACA
190
Aptus Capital Advisors
Alabama
$240K – – –
BW
191
Bison Wealth
Georgia
$240K +$240K +5,118 New
SAM
192
Strategy Asset Managers
California
$238K -$37.1K -790 -13%
HIP
193
HUB Investment Partners
Texas
$238K – – –
CCWM
194
Cassaday & Co Wealth Management
Virginia
$235K – – –
FFN
195
Focus Financial Network
Minnesota
$231K -$1.97K -42 -0.8%
Bank of New York Mellon
196
Bank of New York Mellon
New York
$230K +$230K +4,898 New
WAM
197
WealthTrust Asset Management
Florida
$227K +$469 +10 +0.2%
WMA
198
West Michigan Advisors
Michigan
$223K – – –
AIM
199
Aspen Investment Management
Michigan
$216K – – –
KIG
200
Kowal Investment Group
Wisconsin
$214K +$188 +4 +0.1%
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