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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.45B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+31
Holders Change %
+17.92%
% of All Funds
4.03%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
43
Increased
52
Reduced
76
Closed
9
Calls
–
Puts
$534K
Net Calls
-$534K
Net Calls Change
-$534K

Top Buyers

1
TLP
Trinity Legacy Partners
Texas
+$22.2M
2
Truist Financial
Truist Financial
North Carolina
+$9.83M
3
WWM
Western Wealth Management
Colorado
+$9.11M
4
PFS
Prospera Financial Services
Texas
+$6.19M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.66M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.62M
3
Bank of America
Bank of America
North Carolina
-$4M
4
CI
CX Institutional
Indiana
-$2.74M
5
OC
Oppenheimer & Co
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
201
Tompkins Financial
New York
$2K -$690 -20 -26%
IWP
202
IAG Wealth Partners
Wisconsin
$2K +$2K +40 New
BHWM
203
Bay Harbor Wealth Management
Maryland
$1K – – –
GSWM
204
Golden State Wealth Management
California
– -$1.39M -46,823 Closed
GTAM
205
Global Trust Asset Management
Florida
– -$508K -17,156 Closed
CA
206
Calton & Associates
Florida
– -$380K -12,858 Closed
PAM
207
PVG Asset Management
Colorado
– -$232K -7,845 Closed
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
– -$55K -1,862 Closed
PCG
209
Private Capital Group
Connecticut
– -$17K -558 Closed
SWP
210
Strategic Wealth Partners
Ohio
– -$13 -469 Closed
CAGAS
211
Capital Advisory Group Advisory Services
Minnesota
– -$14K -458 Closed
Federated Hermes
212
Federated Hermes
Pennsylvania
– -$6K -190 Closed
5 6 7 8
9