FV icon

First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$145K +$8.44K +187,247 +6%
IGWM
202
ICA Group Wealth Management
Colorado
$123K -$2.25K -50 -2%
NRC
203
New Republic Capital
North Carolina
$107K +$107K +2,380 New
WP
204
WealthShield Partners
North Carolina
$97.2K +$97.2K +2,157 New
FWP
205
FAS Wealth Partners
Kansas
$90.5K +$90.5K +2,006 New
CA
206
Clearstead Advisors
Ohio
$89.5K -$4.42K -98 -5%
WWM
207
Wagner Wealth Management
South Carolina
$70.2K -$2.03K -45 -3%
CMA
208
Cedar Mountain Advisors
Oregon
$68K +$316 +7 +0.5%
GFPC
209
Global Financial Private Client
Florida
$67.5K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$66K +$39.8K +883 +152%
HGERS
211
Householder Group Estate & Retirement Specialist
Arizona
$63K +$63K +1,396 New
LIA
212
Luken Investment Analytics
Tennessee
$57.5K
PP
213
Pacifica Partners
Canada
$56.3K
AA
214
Ancora Advisors
Ohio
$54.1K
S
215
SignatureFD
Georgia
$48.2K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$45.8K +$27K +598 +143%
TWM
217
Tradition Wealth Management
Minnesota
$42K
AF
218
Allworth Financial
California
$38.7K +$180 +4 +0.5%
LWANC
219
Laurel Wealth Advisors (North Carolina)
North Carolina
$38.3K
OA
220
Operose Advisors
Wisconsin
$33.1K
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$31.6K
MA
222
MCF Advisors
Kentucky
$31.1K +$31.1K +690 New
GI
223
Gradient Investments
Minnesota
$22.7K -$33.9K -751 -60%
AIP
224
Ahrens Investment Partners
Louisiana
$22.5K +$22.5K +500 New
BEI
225
Benjamin Edwards Inc
Missouri
$21K