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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
21
Increased
75
Reduced
75
Closed
13
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$102M
2
Morgan Stanley
Morgan Stanley
New York
$343M
3
MFS
Madrona Financial Services
Washington
$8.37M
4
UBS Group
UBS Group
Switzerland
$61M
5
LPL Financial
LPL Financial
California
$141M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$90.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
3
PFS
Prospera Financial Services
Texas
$104M
4
BBA
Braun-Bostich & Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
201
Lee Financial
Texas
$21K – – –
AIM
202
Anchor Investment Management
South Carolina
$19.3K – – –
GWSG
203
GPS Wealth Strategies Group
Colorado
$18K – – –
Bessemer Group
204
Bessemer Group
New Jersey
$17K – – –
FP
205
Financial Perspectives
Minnesota
$15.1K – – –
Jones Financial Companies
206
Jones Financial Companies
Missouri
$15K +$15K +317 New
KFI
207
Key Financial Inc
Pennsylvania
$13K – – –
RIM
208
Rockbridge Investment Management
New York
$12.5K +$12.5K +260 New
WA
209
Win Advisors
Florida
$9K +$9K +180 New
PA
210
PSI Advisors
Florida
$8K – – –
WWP
211
WR Wealth Planners
Missouri
$5.73K +$5.73K +120 New
JAWM
212
J. Arnold Wealth Management
Ohio
$5K – – –
CWA
213
Clearview Wealth Advisors
Oregon
$3K – – –
RCM
214
Raleigh Capital Management
North Carolina
$2K – – –
S
215
SignatureFD
Georgia
$1K – – –
HNB
216
Huntington National Bank
Ohio
$1K -$1K – –
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
– -$26.5M -539,926 Closed
BBA
218
Braun-Bostich & Associates
Pennsylvania
– -$8.87M -183,744 Closed
CI
219
CX Institutional
Indiana
– -$6.44M -130,872 Closed
BCM
220
Brookstone Capital Management
Illinois
– -$678K -13,790 Closed
Jane Street
221
Jane Street
New York
– -$586K -11,909 Closed
FA
222
FDx Advisors
Illinois
– -$290K -5,902 Closed
WCA
223
Waypoint Capital Advisors
Minnesota
– -$201K -4,091 Closed
PFP
224
Pinnacle Financial Partners
Tennessee
– -$49K -1,000 Closed
FPWM
225
FSB Premier Wealth Management
Iowa
– -$34K -705 Closed
6 7 8
9
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