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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
201
World Equity Group
Illinois
$212K +$212K +4,515 New
Renaissance Technologies
202
Renaissance Technologies
New York
$211K -$656K -14,000 -76%
BAM
203
Belpointe Asset Management
Nevada
$208K -$480K -10,222 -70%
RIA
204
Realta Investment Advisors
Delaware
$206K -$3.8K -81 -2%
CAM
205
Cresset Asset Management
Illinois
$204K +$204K +4,352 New
PAG
206
Private Advisory Group
Washington
$201K -$594K -12,658 -75%
CHC
207
City Holding Co
West Virginia
$192K – – –
TSWM
208
Tyler-Stone Wealth Management
Ohio
$171K +$171K +3,641 New
ICM
209
Intrepid Capital Management
Florida
$168K +$168K +3,589 New
PIAS
210
PCA Investment Advisory Services
Ohio
$162K +$162K +3,448 New
SS
211
Sunbelt Securities
Texas
$159K -$16.9K -361 -10%
OC
212
Oakworth Capital
Alabama
$141K +$141K +3,000 New
William Blair & Company
213
William Blair & Company
Illinois
$130K -$154K -3,290 -54%
NRC
214
New Republic Capital
North Carolina
$112K – – –
WP
215
WealthShield Partners
North Carolina
$101K +$47 +1 +0%
FWP
216
FAS Wealth Partners
Kansas
$94.2K +$94 +2 +0.1%
IGWM
217
ICA Group Wealth Management
Colorado
$93.8K -$33.8K -720 -26%
CA
218
Clearstead Advisors
Ohio
$93.1K – – –
CCMI
219
Creative Capital Management Investments
California
$75.7K +$75.7K +1,613 New
WWM
220
Wagner Wealth Management
South Carolina
$73.2K +$188 +4 +0.3%
CMA
221
Cedar Mountain Advisors
Oregon
$71K +$235 +5 +0.3%
GFPC
222
Global Financial Private Client
Florida
$70.4K – – –
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$68.6K – – –
PP
224
Pacifica Partners
Canada
$60.2K – – –
LIA
225
Luken Investment Analytics
Tennessee
$59.8K – – –
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9
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