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First Trust Dorsey Wright Focus 5 ETF

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
176
Simplicity Wealth
New Jersey
$427K -$54.1K -944 -11%
AWM
177
Axxcess Wealth Management
California
$425K
GI
178
GAMMA Investing
California
$425K +$323K +5,647 +318%
IAIM
179
International Assets Investment Management
Florida
$391K -$5.73K -100 -1%
M&T Bank
180
M&T Bank
New York
$369K
IWM
181
IHT Wealth Management
Illinois
$368K -$43.1K -752 -10%
OBWG
182
Onyx Bridge Wealth Group
New York
$367K -$9.74K -170 -3%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$359K
JWCA
184
J.W. Cole Advisors
Florida
$359K
AWA
185
ARQ Wealth Advisors
Arizona
$353K
AQR Capital Management
186
AQR Capital Management
Connecticut
$348K -$80K -1,397 -19%
FFA
187
Founders Financial Alliance
North Carolina
$343K -$39.7K -694 -10%
FAM
188
Formidable Asset Management
Ohio
$336K -$28.6K -500 -8%
FA
189
Flagstar Advisors
New York
$329K -$33.8K -590 -9%
MCM
190
Manchester Capital Management
Vermont
$326K
SFP
191
Sweet Financial Partners
Minnesota
$319K
BPFA
192
Barnes Pettey Financial Advisors
Mississippi
$319K
SCM
193
Saxony Capital Management
Missouri
$315K -$21.2K -370 -6%
WFA
194
WMG Financial Advisors
Tennessee
$311K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$311K +$311K +5,428 New
WMA
196
West Michigan Advisors
Michigan
$310K +$37.8K +660 +14%
AFAS
197
Acorn Financial Advisory Services
Virginia
$301K -$21.1K -368 -7%
CL
198
Choreo LLC
Illinois
$297K +$297K +5,214 New
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
$297K -$641K -11,200 -68%
BW
200
Bison Wealth
Georgia
$292K