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First Trust Dorsey Wright Focus 5 ETF

168 hedge funds and large institutions have $1.06B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-4
Holders Change %
-2.33%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
13
Increased
40
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$228M -$14.4M -421,526 -6%
Wells Fargo
2
Wells Fargo
California
$95.5M -$2.31M -67,754 -2%
LPL Financial
3
LPL Financial
California
$87.8M -$425K -12,469 -0.5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$65.9M -$7.58M -222,204 -10%
SG
5
Strid Group
Pennsylvania
$58.2M +$328K +9,611 +0.6%
UBS Group
6
UBS Group
Switzerland
$48M -$6.05M -177,276 -11%
Bank of America
7
Bank of America
North Carolina
$42.4M -$6.53M -191,316 -13%
RJA
8
Raymond James & Associates
Florida
$42M +$1.66M +48,603 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$39.3M +$1.11M +32,432 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$38.6M -$93.2K -2,732 -0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$32.5M +$6.11M +178,939 +23%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$27.2M -$1.22M -35,864 -4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$16.2M +$793K +23,228 +5%
PAG
14
Private Advisor Group
New Jersey
$14.9M -$173K -5,056 -1%
Stifel Financial
15
Stifel Financial
Missouri
$14.4M -$4.72M -138,382 -25%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$12M -$47.9K -1,409 -0.4%
DADC
17
D.A. Davidson & Co
Montana
$11.5M -$494K -14,491 -4%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$10.9M
CAN
19
Cetera Advisor Networks
California
$9.48M +$84.4K +2,474 +0.9%
Truist Financial
20
Truist Financial
North Carolina
$7.3M -$131K -3,830 -2%
AP
21
Atwood & Palmer
Missouri
$7M -$246K -7,205 -3%
LFAS
22
Level Four Advisory Services
Texas
$6.85M -$56.6K -1,659 -0.8%
MOS
23
MGO One Seven
Ohio
$5.83M +$617K +18,091 +12%
Citigroup
24
Citigroup
New York
$5.2M -$274K -8,019 -5%
SI
25
Stephens Inc
Arkansas
$5.15M +$3.78M +110,805 +276%