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First Trust Dorsey Wright Focus 5 ETF

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWMP
201
Signature Wealth Management Partners
New Jersey
$260K -$117K -2,270 -31%
HIP
202
HUB Investment Partners
Texas
$257K
CPIG
203
Chicago Partners Investment Group
Illinois
$257K +$5.23K +99 +2%
WEG
204
World Equity Group
Illinois
$256K -$3.56K -69 -1%
FFN
205
Focus Financial Network
Minnesota
$254K
WAM
206
WealthTrust Asset Management
Florida
$249K
WMA
207
West Michigan Advisors
Michigan
$245K
KIG
208
Kowal Investment Group
Wisconsin
$235K +$258 +5 +0.1%
RIA
209
Realta Investment Advisors
Delaware
$230K +$52 +1 +0%
BAM
210
Belpointe Asset Management
Nevada
$229K +$229K +4,442 New
KP
211
Keel Point
Alabama
$224K -$535K -10,386 -70%
CAM
212
Cresset Asset Management
Illinois
$224K +$224K +4,352 New
Jane Street
213
Jane Street
New York
$219K -$829K -16,080 -79%
AWA
214
Acorn Wealth Advisors
Michigan
$215K -$93.8K -1,820 -30%
SFA
215
Sequoia Financial Advisors
Ohio
$212K +$212K +4,111 New
CHC
216
City Holding Co
West Virginia
$211K
APA
217
Astoria Portfolio Advisors
New York
$211K +$211K +3,980 New
Cerity Partners
218
Cerity Partners
New York
$210K +$210K +4,083 New
O3W
219
Omni 360 Wealth
New Jersey
$206K +$206K +4,000 New
SDWMA
220
Schneider Downs Wealth Management Advisors
Pennsylvania
$202K +$202K +3,919 New
ICM
221
Intrepid Capital Management
Florida
$185K
William Blair & Company
222
William Blair & Company
Illinois
$164K +$34.6K +672 +27%
SS
223
Sunbelt Securities
Texas
$161K -$13.5K -261 -8%
PTC
224
Private Trust Company
Ohio
$152K -$35.1K -681 -19%
TRCT
225
Tower Research Capital (TRC)
New York
$146K +$40.3K +781 +38%