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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

211 hedge funds and large institutions have $1.51B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
21
Increased
79
Reduced
77
Closed
25
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$324M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$25.6M
3
HI
3
Hudock Inc
Pennsylvania
$8.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.7M
5
UBS Group
5
UBS Group
Switzerland
$59.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$60.5M
2
LPL Financial
2
LPL Financial
California
$111M
3
MCC
3
Money Concepts Capital
Florida
$42K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
SWM
5
Spire Wealth Management
Virginia
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
201
Rockbridge Investment Management
New York
$10.8K – – –
GFP
202
Gryphon Financial Partners
Ohio
$8K +$8K +200 New
PA
203
PSI Advisors
Florida
$7K – – –
Bessemer Group
204
Bessemer Group
New Jersey
$6K -$8.54K -212 -59%
WWP
205
WR Wealth Planners
Missouri
$5.01K +$41 +1 +0.8%
JAWM
206
J. Arnold Wealth Management
Ohio
$4K – – –
PA
207
Parallel Advisors
California
$2K +$2K +45 New
BRWM
208
B. Riley Wealth Management
Tennessee
$1.81K -$178 -4,300 -9%
RCM
209
Raleigh Capital Management
North Carolina
$1K – – –
CAL
210
Capital Analysts LLC
Pennsylvania
$1K +$1K +32 New
APW
211
Axim Planning & Wealth
Ohio
$1K +$1K +34 New
IWA
212
IBEX Wealth Advisors
New Jersey
– -$2.37M -49,771 Closed
Citadel Advisors
213
Citadel Advisors
Florida
– -$1.35M -28,223 Closed
FANJ
214
Financial Architects (New Jersey)
New Jersey
– -$477K -10,000 Closed
Cerity Partners
215
Cerity Partners
New York
– -$396K -8,304 Closed
TFO
216
Tarbox Family Office
California
– -$373K -7,828 Closed
SAM
217
Strategy Asset Managers
California
– -$279K -5,858 Closed
YIA
218
YHB Investment Advisors
Connecticut
– -$236K -4,944 Closed
C
219
CEDRUS
Colorado
– -$231K -4,851 Closed
RIA
220
Realta Investment Advisors
Delaware
– -$231K -4,840 Closed
WAM
221
WealthTrust Asset Management
Florida
– -$227K -4,770 Closed
FA
222
Flagstar Advisors
New York
– -$225K -4,729 Closed
FC
223
Fusion Capital
South Carolina
– -$221K -4,630 Closed
AIM
224
Aspen Investment Management
Michigan
– -$219K -4,600 Closed
SS
225
Sunbelt Securities
Texas
– -$218K -4,503 Closed
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