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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
+$268K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$401M
2
OP
2
ORG Partners
Indiana
$3.54M
3
RJA
3
Raymond James & Associates
Florida
$97.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$27.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.8M
2
AP
2
Atwood & Palmer
Missouri
$8.08M
3
PAG
3
Private Advisor Group
New Jersey
$11.4M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
201
TownSquare Capital
Utah
$317K -$173K -2,965 -35%
WFA
202
WMG Financial Advisors
Tennessee
$317K – – –
FA
203
Flagstar Advisors
New York
$313K -$21.9K -375 -7%
CAG
204
Csenge Advisory Group
Florida
$305K -$167K -2,804 -35%
TNBTD
205
Trustmark National Bank Trust Department
Mississippi
$302K -$58 -1 -0%
SAM
206
Strategy Asset Managers
California
$296K +$175 +3 +0.1%
UPS
207
UHLMANN PRICE SECURITIES
Illinois
$296K +$296K +5,083 New
BW
208
Bison Wealth
Georgia
$290K -$7.4K -127 -2%
FFN
209
Focus Financial Network
Minnesota
$288K +$58 +1 +0%
TSWM
210
Tyler-Stone Wealth Management
Ohio
$284K +$142K +2,441 +100%
CPIG
211
Chicago Partners Investment Group
Illinois
$282K +$58 +1 +0%
WAM
212
WealthTrust Asset Management
Florida
$282K +$58 +1 +0%
IWN
213
Independent Wealth Network
Iowa
$277K +$30K +515 +12%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$277K -$39.3K -675 -12%
MCC
215
Money Concepts Capital
Florida
$275K -$2.16K -37 -0.8%
NWMG
216
Nicholson Wealth Management Group
South Carolina
$270K +$270K +4,634 New
TPI
217
Trust Point Inc
Wisconsin
$267K – – –
KIG
218
Kowal Investment Group
Wisconsin
$266K +$117 +2 +0%
Fisher Asset Management
219
Fisher Asset Management
Washington
$264K +$264K +4,524 New
QCM
220
Quantinno Capital Management
New York
$262K +$262K +4,495 New
SCM
221
Saxony Capital Management
Missouri
$259K -$61.8K -1,060 -19%
CAM
222
Cresset Asset Management
Illinois
$256K +$2.51K +43 +1%
MC
223
Moors & Cabot
Massachusetts
$256K +$256K +4,392 New
NS
224
NBC Securities
Alabama
$254K -$7.55K -130 -3%
MFG
225
Merit Financial Group
Georgia
$251K +$251K +4,308 New
7 8
9
10 11