FV icon

First Trust Dorsey Wright Focus 5 ETF

157 hedge funds and large institutions have $1.33B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+24
Holders Change %
+18.05%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
38
Increased
49
Reduced
47
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$264M +$6.17M +223,792 +2%
Wells Fargo
2
Wells Fargo
California
$160M -$3.52M -127,543 -2%
PFS
3
Prospera Financial Services
Texas
$98.7M -$3.57M -126,132 -3%
LPL Financial
4
LPL Financial
California
$81.7M -$1.72M -62,565 -2%
Bank of America
5
Bank of America
North Carolina
$79.3M +$1.05M +38,082 +1%
UBS Group
6
UBS Group
Switzerland
$69.8M +$906K +32,857 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$53.5M +$3.61M +130,942 +7%
CAN
8
Cetera Advisor Networks
California
$52.4M -$1.27M -45,913 -2%
SG
9
Strid Group
Pennsylvania
$43.6M +$1.44M +52,103 +3%
RJA
10
Raymond James & Associates
Florida
$37.2M +$1.99M +72,295 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$34.7M -$2.32M -84,140 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$31.4M +$572K +20,737 +2%
AG
13
Advisor Group
Arizona
$28.1M -$1.58M -57,478 -5%
MML Investors Services
14
MML Investors Services
Massachusetts
$27.3M -$230K -8,352 -0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$21.8M +$648K +23,519 +3%
Stifel Financial
16
Stifel Financial
Missouri
$17.9M -$2.2M -79,793 -11%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$16.8M -$486K -17,646 -3%
SMA
18
Simply Money Advisors
Ohio
$15.8M -$412K -14,942 -3%
DADC
19
D.A. Davidson & Co
Montana
$10.3M -$394K -14,300 -4%
IH
20
IFC Holdings
Florida
$9.28M +$524K +19,014 +6%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$9.24M +$58.4K +2,117 +0.6%
PAG
22
Private Advisor Group
New Jersey
$9M -$1.56M -54,379 -15%
AIM
23
Advantage Investment Management
Iowa
$8.67M +$1.38M +50,125 +19%
BTS
24
BB&T Securities
Virginia
$8.57M +$317K +11,515 +4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$8.13M +$1.13M +40,910 +16%