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First Trust Dorsey Wright Focus 5 ETF

179 hedge funds and large institutions have $1.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
Holders Change %
0%
% of All Funds
3.89%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
25
Increased
69
Reduced
53
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$265M -$618K -20,335 -0.2%
Wells Fargo
2
Wells Fargo
California
$143M -$3.35M -110,000 -2%
PFS
3
Prospera Financial Services
Texas
$124M +$124M +4,024,683 New
LPL Financial
4
LPL Financial
California
$90.1M +$1.85M +60,729 +2%
UBS Group
5
UBS Group
Switzerland
$63.8M -$7.87M -258,895 -11%
Bank of America
6
Bank of America
North Carolina
$60.8M -$3.99M -131,150 -6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$47.8M +$2.55M +83,936 +6%
RJA
8
Raymond James & Associates
Florida
$46.8M -$6.21M -204,230 -12%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$43.2M +$16.3M +535,093 +60%
CAN
10
Cetera Advisor Networks
California
$42.8M +$3.71M +121,952 +9%
AG
11
Advisor Group
Arizona
$42.6M +$12.5M +409,563 +41%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$34.9M +$1.46M +47,970 +4%
MML Investors Services
13
MML Investors Services
Massachusetts
$28.2M +$17.6K +580 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$27.1M +$61.2K +2,013 +0.2%
SG
15
Strid Group
Pennsylvania
$25.8M -$830K -27,290 -3%
Stifel Financial
16
Stifel Financial
Missouri
$19.9M +$75.3K +2,482 +0.4%
WWM
17
Western Wealth Management
Colorado
$19.4M +$15.6M +528,777 +403%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$15.9M +$986K +32,415 +7%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$15.8M -$284K -9,445 -2%
PAG
20
Private Advisor Group
New Jersey
$13.9M +$387K +12,714 +3%
DADC
21
D.A. Davidson & Co
Montana
$11.7M +$233K +7,657 +2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$11.6M +$2.6M +85,358 +29%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$10.9M
BTS
24
BB&T Securities
Virginia
$8.72M +$79.9K +2,629 +0.9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$7.44M +$1.61M +53,020 +28%