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First Trust Dorsey Wright Focus 5 ETF

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DQRIM
176
Dale Q Rice Investment Management
Washington
$571K +$571K +9,662 New
NWM
177
Napa Wealth Management
California
$566K +$566K +9,585 New
NFG
178
Nations Financial Group
Iowa
$564K +$5.97K +101 +1%
EWA
179
EP Wealth Advisors
California
$548K +$548K +9,271 New
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
$545K -$49.4K -837 -8%
ACM
181
Advisors Capital Management
New Jersey
$543K
HWA
182
HCR Wealth Advisors
California
$522K
MWM
183
MGB Wealth Management
Texas
$520K -$768 -13 -0.1%
KWM
184
Kingsview Wealth Management
Oregon
$514K -$87.6K -1,484 -15%
PVI
185
Pine Valley Investments
New Jersey
$503K -$20K -339 -4%
SIG
186
Sargent Investment Group
Maryland
$502K
OCM
187
One Capital Management
California
$502K
CCB
188
Cutter & Co Brokerage
Missouri
$500K -$141K -2,379 -22%
CSP
189
Cary Street Partners
Virginia
$491K +$491K +8,322 New
CBB
190
Citizens Business Bank
California
$490K
CWP
191
Cyndeo Wealth Partners
Florida
$489K
CWM
192
Congress Wealth Management
Massachusetts
$486K
WMA
193
West Michigan Advisors
Michigan
$486K -$9.39K -159 -2%
MAM
194
Milestone Asset Management
Pennsylvania
$477K +$2.36K +40 +0.5%
AFP
195
Ausdal Financial Partners
Iowa
$472K +$79.8K +1,351 +20%
SW
196
Simplicity Wealth
New Jersey
$450K -$1.83K -31 -0.4%
BIP
197
Blueprint Investment Partners
North Carolina
$450K +$450K +7,618 New
SF
198
Summit Financial
New Jersey
$449K -$1K -17 -0.2%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$447K -$248K -4,203 -36%
HW
200
Hancock Whitney
Mississippi
$447K