FV icon

First Trust Dorsey Wright Focus 5 ETF

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
176
Kingsview Wealth Management
Oregon
$393K -$551K -10,682 -58%
TC
177
TownSquare Capital
Utah
$390K
HW
178
Hancock Whitney
Mississippi
$390K +$390K +7,567 New
OBWG
179
Onyx Bridge Wealth Group
New York
$385K -$325K -6,312 -46%
IWM
180
IHT Wealth Management
Illinois
$380K +$19.5K +378 +5%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$375K -$94.6K -1,836 -20%
FAM
182
Formidable Asset Management
Ohio
$371K
BJL
183
Brighton Jones LLC
Washington
$351K +$351K +6,815 New
SCM
184
Saxony Capital Management
Missouri
$350K +$350K +6,792 New
FFA
185
Founders Financial Alliance
North Carolina
$346K -$309 -6 -0.1%
FA
186
Flagstar Advisors
New York
$340K -$12.1K -235 -3%
M&T Bank
187
M&T Bank
New York
$335K +$44.6K +866 +15%
BPFA
188
Barnes Pettey Financial Advisors
Mississippi
$332K
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$323K
AWA
190
ARQ Wealth Advisors
Arizona
$318K -$10.5K -204 -3%
JWCA
191
J.W. Cole Advisors
Florida
$311K -$34.3K -665 -10%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$309K +$151K +2,923 +95%
NS
193
NBC Securities
Alabama
$306K -$20.1K -391 -6%
AFAS
194
Acorn Financial Advisory Services
Virginia
$291K -$5.91K -115 -2%
SFP
195
Sweet Financial Partners
Minnesota
$288K +$52 +1 +0%
WFA
196
WMG Financial Advisors
Tennessee
$280K
MCM
197
Manchester Capital Management
Vermont
$273K
BW
198
Bison Wealth
Georgia
$263K -$1.24K -24 -0.5%
SAM
199
Strategy Asset Managers
California
$262K
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$260K