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First Trust Dorsey Wright Focus 5 ETF

172 hedge funds and large institutions have $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 82 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-2
Holders Change %
-1.15%
% of All Funds
3.54%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
21
Increased
42
Reduced
82
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$229M +$13.1M +407,330 +6%
Wells Fargo
2
Wells Fargo
California
$92.2M -$9.91M -307,966 -10%
LPL Financial
3
LPL Financial
California
$83.2M -$5.47M -170,089 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$69.3M +$21M +651,392 +43%
SG
5
Strid Group
Pennsylvania
$54.6M +$382K +11,865 +0.7%
UBS Group
6
UBS Group
Switzerland
$51M -$5.98M -186,021 -11%
PFS
7
Prospera Financial Services
Texas
$48.8M -$6.06M -188,401 -11%
Bank of America
8
Bank of America
North Carolina
$46.1M +$2.85M +88,569 +7%
RJA
9
Raymond James & Associates
Florida
$38.1M -$4.3M -133,676 -10%
Osaic Holdings
10
Osaic Holdings
Arizona
$36.5M +$2.39M +74,421 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$36M +$4.18M +129,808 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$26.8M +$9M +279,846 +51%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24.8M -$3.23M -100,418 -12%
TLP
14
Trinity Legacy Partners
Texas
$24.3M -$1.36M -72,928 -5%
Stifel Financial
15
Stifel Financial
Missouri
$18.1M -$763K -23,726 -4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$14.5M +$47K +1,461 +0.3%
PAG
17
Private Advisor Group
New Jersey
$14.2M -$499K -15,510 -3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$11.4M +$2.39M +74,479 +27%
DADC
19
D.A. Davidson & Co
Montana
$11.3M -$449K -13,945 -4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$10.9M
CAN
21
Cetera Advisor Networks
California
$8.85M +$1.52M +47,109 +21%
Truist Financial
22
Truist Financial
North Carolina
$7.01M -$1.99M -61,902 -22%
AP
23
Atwood & Palmer
Missouri
$6.83M +$643 +20 +0%
LFAS
24
Level Four Advisory Services
Texas
$6.52M +$5.73M +177,892 +724%
Citigroup
25
Citigroup
New York
$5.16M +$133K +4,126 +3%