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First Trust Dorsey Wright Focus 5 ETF

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AA
201
AlphaMark Advisors
Kentucky
$286K -$40K -700 -12%
FFN
202
Focus Financial Network
Minnesota
$285K +$58 +1 +0%
WAM
203
WealthTrust Asset Management
Florida
$277K +$57 +1 +0%
MCC
204
Money Concepts Capital
Florida
$273K +$58K +1,013 +27%
CPIG
205
Chicago Partners Investment Group
Illinois
$270K +$55 +1 +0%
TPI
206
Trust Point Inc
Wisconsin
$262K -$1.17M -20,454 -82%
KIG
207
Kowal Investment Group
Wisconsin
$262K +$57 +1 +0%
NS
208
NBC Securities
Alabama
$257K -$456 -8 -0.2%
RIA
209
Realta Investment Advisors
Delaware
$256K
CAM
210
Cresset Asset Management
Illinois
$249K +$57 +1 +0%
IWN
211
Independent Wealth Network
Iowa
$243K +$243K +4,246 New
JWM
212
JPL Wealth Management
Colorado
$240K
O3W
213
Omni 360 Wealth
New Jersey
$239K +$9.74K +170 +4%
SAM
214
Strategy Asset Managers
California
$238K -$94 -2 -0%
RJT
215
Raymond James Trust
Florida
$238K -$71.9K -1,255 -23%
CHC
216
City Holding Co
West Virginia
$235K
MSFS
217
Main Street Financial Solutions
Pennsylvania
$231K +$231K +4,025 New
SWMP
218
Signature Wealth Management Partners
New Jersey
$230K -$15.6K -273 -6%
APA
219
Astoria Portfolio Advisors
New York
$228K
SDWMA
220
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K
AWA
221
Acorn Wealth Advisors
Michigan
$223K -$4.18K -73 -2%
HIP
222
HUB Investment Partners
Texas
$220K -$89K -1,554 -29%
BSW
223
Buckingham Strategic Wealth
Missouri
$213K +$213K +3,725 New
BCM
224
Brookstone Capital Management
Illinois
$211K -$17.7K -306 -8%
GVAG
225
Great Valley Advisor Group
Delaware
$211K