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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
40
Increased
42
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$105M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.69M
3
RIA
Regal Investment Advisors
Michigan
+$4.67M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.52M
5
MWM
Meridian Wealth Management
Kentucky
+$3.22M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$32.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.02M
3
WS
Wedbush Securities
California
-$4.05M
4
UBS Group
UBS Group
Switzerland
-$3.94M
5
Wells Fargo
Wells Fargo
California
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$262M -$9.02M -222,930 -3%
Wells Fargo
2
Wells Fargo
California
$109M -$3.9M -96,482 -3%
PFS
3
Prospera Financial Services
Texas
$107M +$105M +2,588,066 +4,983%
LPL Financial
4
LPL Financial
California
$106M +$2.04M +50,355 +2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$79.2M +$1.07M +26,336 +1%
UBS Group
6
UBS Group
Switzerland
$53M -$3.94M -97,411 -7%
Bank of America
7
Bank of America
North Carolina
$48.8M -$1.47M -36,370 -3%
RJA
8
Raymond James & Associates
Florida
$47.8M -$2.05M -50,704 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$47.6M +$992K +24,515 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$47.2M +$8.69M +214,801 +23%
Osaic Holdings
11
Osaic Holdings
Arizona
$44.8M -$1.02M -25,192 -2%
SG
12
Strid Group
Pennsylvania
$36.6M -$32.5M -803,572 -47%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$30.1M -$2.15M -53,233 -7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$17.7M -$1.45M -35,815 -8%
PAG
15
Private Advisor Group
New Jersey
$17.5M -$193K -4,781 -1%
Stifel Financial
16
Stifel Financial
Missouri
$17.3M +$148K +3,664 +0.9%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$14.1M -$218K -5,399 -2%
DADC
18
D.A. Davidson & Co
Montana
$13.2M -$391K -9,662 -3%
CAN
19
Cetera Advisor Networks
California
$12M +$725K +17,915 +6%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$10.9M – – –
Truist Financial
21
Truist Financial
North Carolina
$8.78M +$115K +2,854 +1%
AP
22
Atwood & Palmer
Missouri
$8.21M -$84.6K -2,090 -1%
LFAS
23
Level Four Advisory Services
Texas
$8.08M -$43.2K -1,068 -0.5%
MOS
24
MGO One Seven
Ohio
$7.28M +$365K +9,025 +5%
Citigroup
25
Citigroup
New York
$6.39M +$219K +5,426 +4%
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