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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
+$268K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
OP
2
ORG Partners
Indiana
$3.54M
3
RJA
3
Raymond James & Associates
Florida
$97.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$27.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.8M
2
AP
2
Atwood & Palmer
Missouri
$8.08M
3
PAG
3
Private Advisor Group
New Jersey
$11.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
176
Cyndeo Wealth Partners
Florida
$482K – – –
CWM
177
Congress Wealth Management
Massachusetts
$480K +$480K +8,234 New
KWM
178
Kaydan Wealth Management
Michigan
$470K -$11.1K -191 -2%
MAM
179
Milestone Asset Management
Pennsylvania
$468K +$2.56K +44 +0.6%
SW
180
Simplicity Wealth
New Jersey
$446K +$11.1K +191 +3%
SF
181
Summit Financial
New Jersey
$444K -$134K -2,300 -23%
HW
182
Hancock Whitney
Mississippi
$441K – – –
GI
183
GAMMA Investing
California
$433K – – –
AWM
184
Axxcess Wealth Management
California
$423K -$9.32K -160 -2%
CAAS
185
Capital Asset Advisory Services
Michigan
$423K -$9.32K -160 -2%
3F
186
360 Financial
Minnesota
$393K -$72.5K -1,245 -16%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$390K +$390K +7,027 New
AFP
188
Ausdal Financial Partners
Iowa
$387K -$425K -7,301 -52%
M&T Bank
189
M&T Bank
New York
$376K – – –
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$366K – – –
JWCA
191
J.W. Cole Advisors
Florida
$365K – – –
OBWG
192
Onyx Bridge Wealth Group
New York
$354K -$18.8K -322 -5%
AWA
193
ARQ Wealth Advisors
Arizona
$353K – – –
FFA
194
Founders Financial Alliance
North Carolina
$349K +$641 +11 +0.2%
FAM
195
Formidable Asset Management
Ohio
$337K -$5.13K -88 -1%
CL
196
Choreo LLC
Illinois
$336K +$36.5K +635 +12%
MCM
197
Manchester Capital Management
Vermont
$332K – – –
AFAS
198
Acorn Financial Advisory Services
Virginia
$328K +$21.7K +372 +7%
SFP
199
Sweet Financial Partners
Minnesota
$325K – – –
O3W
200
Omni 360 Wealth
New Jersey
$325K +$81.6K +1,400 +34%
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