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First Trust Dorsey Wright Focus 5 ETF

138 hedge funds and large institutions have $1.22B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
21
Increased
39
Reduced
57
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$239M -$28.7M -1,155,473 -11%
Wells Fargo
2
Wells Fargo
California
$153M -$19.9M -802,627 -12%
PFS
3
Prospera Financial Services
Texas
$88.5M +$1.72M +69,491 +2%
LPL Financial
4
LPL Financial
California
$77.2M +$76.8M +3,095,042 +20,581%
Bank of America
5
Bank of America
North Carolina
$71.6M -$1.29M -51,994 -2%
UBS Group
6
UBS Group
Switzerland
$65.9M -$2.93M -117,961 -4%
CAN
7
Cetera Advisor Networks
California
$45.9M +$761K +30,640 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$38.2M +$1.07M +43,060 +3%
SG
9
Strid Group
Pennsylvania
$35.9M +$35.9M +1,447,319 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$34.6M -$7.39M -297,598 -18%
Ameriprise
11
Ameriprise
Minnesota
$33.8M -$4.03M -161,860 -11%
RJA
12
Raymond James & Associates
Florida
$33.2M -$5.16M -207,664 -13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$28.1M -$1.15M -46,158 -4%
MML Investors Services
14
MML Investors Services
Massachusetts
$24.7M +$24.7M +995,363 New
AG
15
Advisor Group
Arizona
$24.3M +$10M +402,659 +70%
Stifel Financial
16
Stifel Financial
Missouri
$21.8M -$2.34M -94,425 -10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$16.3M +$398K +16,049 +2%
SMA
18
Simply Money Advisors
Ohio
$14.4M +$217K +8,723 +2%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$12.9M -$628K -25,283 -5%
DADC
20
D.A. Davidson & Co
Montana
$9.81M -$576K -23,183 -6%
PAG
21
Private Advisor Group
New Jersey
$9.56M +$79.8K +3,185 +0.8%
IH
22
IFC Holdings
Florida
$8.08M -$274K -11,040 -3%
FAAS
23
First Allied Advisory Services
California
$7.99M +$1.94M +78,263 +32%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$7.42M -$463K -18,630 -6%
IA
25
IFP Advisors
Florida
$6.89M +$150K +6,037 +2%