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First Trust Dorsey Wright Focus 5 ETF

245 hedge funds and large institutions have $1.96B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+32
Holders Change %
+15.02%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
52
Increased
94
Reduced
66
Closed
16
Calls
$410K
Puts
Net Calls
+$410K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
201
Aspen Investment Management
Michigan
$214K +$214K +4,600 New
KIG
202
Kowal Investment Group
Wisconsin
$211K +$211K +4,543 New
RIA
203
Realta Investment Advisors
Delaware
$208K +$4K +86 +2%
TCM
204
True Capital Management
California
$203K +$203K +4,351 New
CHC
205
City Holding Co
West Virginia
$191K
TSWM
206
Tyler-Stone Wealth Management
Ohio
$169K
William Blair & Company
207
William Blair & Company
Illinois
$131K +$43.6K +937 +50%
IGWM
208
ICA Group Wealth Management
Colorado
$129K +$129K +2,770 New
EI
209
Ellevest Inc
New York
$115K +$115K +2,474 New
CA
210
Clearstead Advisors
Ohio
$97K +$4.56K +98 +5%
BWA
211
Boulder Wealth Advisors
Colorado
$80K +$80K +1,725 New
WWM
212
Wagner Wealth Management
South Carolina
$74.5K -$4.52K -97 -6%
MIM
213
MTM Investment Management
South Carolina
$71.7K
CMA
214
Cedar Mountain Advisors
Oregon
$69.9K +$279 +6 +0.4%
GFPC
215
Global Financial Private Client
Florida
$69.6K
AWM
216
Accurate Wealth Management
Florida
$61.3K +$61.3K +1,304 New
PP
217
Pacifica Partners
Canada
$60.4K -$4.54K -97 -7%
LIA
218
Luken Investment Analytics
Tennessee
$59.4K +$59.4K +1,275 New
GI
219
Gradient Investments
Minnesota
$58.4K +$8.47K +182 +17%
AA
220
Ancora Advisors
Ohio
$56K
S
221
SignatureFD
Georgia
$49.8K -$70K -1,503 -58%
CS
222
Comerica Securities
Michigan
$46.1K +$46.1K +991 New
RFA
223
Resurgent Financial Advisors
Georgia
$44.3K +$44.3K +951 New
NIC
224
Northwest Investment Counselors
Oregon
$43.1K +$43.1K +925 New
TWM
225
Tradition Wealth Management
Minnesota
$43K