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First Trust Dorsey Wright Focus 5 ETF

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BW
201
Bison Wealth
Georgia
$292K +$57 +1 +0%
SAM
202
Strategy Asset Managers
California
$291K +$57 +1 +0%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$289K
WAM
204
WealthTrust Asset Management
Florida
$277K +$229 +4 +0.1%
WMA
205
West Michigan Advisors
Michigan
$272K
HSA
206
HBK Sorce Advisory
Pennsylvania
$267K +$267K +4,672 New
FFN
207
Focus Financial Network
Minnesota
$263K +$213 +4 +0.1%
KIG
208
Kowal Investment Group
Wisconsin
$261K
CPIG
209
Chicago Partners Investment Group
Illinois
$261K
NS
210
NBC Securities
Alabama
$258K -$81.9K -1,432 -24%
RIA
211
Realta Investment Advisors
Delaware
$256K
BAM
212
Belpointe Asset Management
Nevada
$254K +$229 +4 +0.1%
CAM
213
Cresset Asset Management
Illinois
$249K -$57 -1 -0%
SWA
214
Strategies Wealth Advisors
Michigan
$249K +$249K +4,344 New
SWMP
215
Signature Wealth Management Partners
New Jersey
$246K -$42.6K -744 -15%
JWM
216
JPL Wealth Management
Colorado
$240K +$240K +4,199 New
CHC
217
City Holding Co
West Virginia
$235K
SAW
218
Signal Advisors Wealth
Michigan
$232K +$232K +4,057 New
O3W
219
Omni 360 Wealth
New Jersey
$229K
AWA
220
Acorn Wealth Advisors
Michigan
$227K -$11.9K -208 -5%
BCM
221
Brookstone Capital Management
Illinois
$227K +$227K +3,965 New
SDWMA
222
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K
APA
223
Astoria Portfolio Advisors
New York
$216K
MCC
224
Money Concepts Capital
Florida
$214K +$214K +3,747 New
KP
225
Keel Point
Alabama
$213K -$36.3K -635 -15%