FV icon

First Trust Dorsey Wright Focus 5 ETF

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
201
Kaydan Wealth Management
Michigan
$444K -$31.9K -540 -7%
GI
202
GAMMA Investing
California
$438K
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$419K +$48K +812 +13%
3F
204
360 Financial
Minnesota
$416K +$18.6K +315 +5%
SVWAG
205
Sound View Wealth Advisors Group
Georgia
$399K +$181K +3,063 +83%
NG
206
Novem Group
New York
$386K +$386K +6,528 New
M&T Bank
207
M&T Bank
New York
$381K
JWCA
208
J.W. Cole Advisors
Florida
$370K
AWA
209
ARQ Wealth Advisors
Arizona
$364K
FFA
210
Founders Financial Alliance
North Carolina
$355K +$945 +16 +0.3%
LBC
211
Leigh Baldwin & Co
New York
$353K +$353K +5,970 New
AssetMark Inc
212
AssetMark Inc
California
$350K +$124K +2,096 +55%
ARC
213
Advisor Resource Council
Texas
$348K +$348K +5,888 New
FAM
214
Formidable Asset Management
Ohio
$342K
AWM
215
Axxcess Wealth Management
California
$340K -$88.7K -1,501 -21%
MCM
216
Manchester Capital Management
Vermont
$337K
CAAS
217
Capital Asset Advisory Services
Michigan
$335K -$98.6K -1,652 -23%
CL
218
Choreo LLC
Illinois
$333K -$13.9K -235 -4%
TC
219
TownSquare Capital
Utah
$331K +$9.74K +165 +3%
O3W
220
Omni 360 Wealth
New Jersey
$329K
MP
221
Moment Partners
California
$325K +$325K +5,500 New
FFA
222
Farther Finance Advisors
California
$323K +$146K +2,475 +83%
FA
223
Flagstar Advisors
New York
$314K -$3.78K -64 -1%
WFA
224
WMG Financial Advisors
Tennessee
$314K -$6.91K -117 -2%
TNBTD
225
Trustmark National Bank Trust Department
Mississippi
$306K