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First Trust Dorsey Wright Focus 5 ETF

190 hedge funds and large institutions have $1.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
13
Increased
52
Reduced
75
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$307M +$14.8M +313,039 +5%
Wells Fargo
2
Wells Fargo
California
$131M +$5.6M +118,274 +4%
LPL Financial
3
LPL Financial
California
$124M +$1.7M +35,798 +1%
PFS
4
Prospera Financial Services
Texas
$117M -$7.66M -161,667 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$87.2M +$2.09M +44,191 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$73.6M +$16.3M +343,508 +28%
Bank of America
7
Bank of America
North Carolina
$70.1M +$6.63M +140,016 +10%
UBS Group
8
UBS Group
Switzerland
$56.1M -$4.36M -91,993 -7%
RJA
9
Raymond James & Associates
Florida
$55M -$1.15M -24,258 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$53M -$740K -15,615 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$50.8M -$1.24M -26,191 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$35.8M +$1.76M +37,217 +5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$21.9M +$98.9K +2,087 +0.5%
Stifel Financial
14
Stifel Financial
Missouri
$20.1M -$418K -8,820 -2%
PAG
15
Private Advisor Group
New Jersey
$19.9M -$70.7K -1,493 -0.4%
CAN
16
Cetera Advisor Networks
California
$17.5M +$3.21M +67,690 +22%
DADC
17
D.A. Davidson & Co
Montana
$15.8M +$420K +8,860 +3%
SG
18
Strid Group
Pennsylvania
$14.9M -$23.5M -515,201 -61%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$12.7M -$177K -3,743 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.2M -$234K -4,938 -2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$10.9M
AP
22
Atwood & Palmer
Missouri
$9.94M -$191K -4,029 -2%
MOS
23
MGO One Seven
Ohio
$9.61M +$734K +15,495 +8%
Truist Financial
24
Truist Financial
North Carolina
$9.51M -$757K -15,969 -7%
LFAS
25
Level Four Advisory Services
Texas
$8.91M -$97.8K -2,065 -1%