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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

213 hedge funds and large institutions have $1.57B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
21
Increased
87
Reduced
69
Closed
17
Calls
$456K
Puts
–
Net Calls
+$456K
Net Calls Change
-$8K

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$82.2M
2
Wells Fargo
2
Wells Fargo
California
$133M
3
UBS Group
3
UBS Group
Switzerland
$65.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.7M
5
RJA
5
Raymond James & Associates
Florida
$58.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$83.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$320M
4
PAG
4
Private Advisory Group
Washington
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
201
GPS Wealth Strategies Group
Colorado
$16K +$42 +1 +0.3%
FP
202
Financial Perspectives
Minnesota
$13K – – –
KFI
203
Key Financial Inc
Pennsylvania
$11K – – –
CB
204
CNB Bank
Pennsylvania
$8K +$8K +200 New
PA
205
PSI Advisors
Florida
$7K – – –
MOS
206
MGO One Seven
Ohio
$6.25K -$68 -1,664 -1%
WWP
207
WR Wealth Planners
Missouri
$4.98K – – –
JAWM
208
J. Arnold Wealth Management
Ohio
$4K – – –
PA
209
Parallel Advisors
California
$4K +$1.91K +41 +91%
FHC
210
First Heartland Consultants
Missouri
$2.35K +$14 +330 +0.6%
APW
211
Axim Planning & Wealth
Ohio
$1K – – –
RCM
212
Raleigh Capital Management
North Carolina
$1K – – –
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$77 +$77 +1,650 New
PAG
214
Private Advisory Group
Washington
– -$1.21M -29,157 Closed
Renaissance Technologies
215
Renaissance Technologies
New York
– -$824K -19,900 Closed
Bank of New York Mellon
216
Bank of New York Mellon
New York
– -$454K -10,976 Closed
ACM
217
Absolute Capital Management
Pennsylvania
– -$377K -9,100 Closed
SOS
218
Silver Oak Securities
Tennessee
– -$355K -8,168 Closed
IWM
219
IHT Wealth Management
Illinois
– -$324K -7,813 Closed
DSCM
220
Del-Sette Capital Management
New York
– -$201K -4,846 Closed
VVP
221
Venture Visionary Partners
Ohio
– -$154K -3,730 Closed
SWM
222
SeaCrest Wealth Management
New York
– -$93K -2,251 Closed
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
– -$72K -1,736 Closed
CI
224
CX Institutional
Indiana
– -$27K -639 Closed
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
– -$21K -510 Closed
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