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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

189 hedge funds and large institutions have $1.55B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 75 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
3.32%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
13
Increased
75
Reduced
62
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$26.7M
2
GLA
Good Life Advisors
Pennsylvania
+$7.27M
3
LPL Financial
LPL Financial
California
+$6.69M
4
Wells Fargo
Wells Fargo
California
+$6.04M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.21M

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$8.91M
2
Morgan Stanley
Morgan Stanley
New York
-$5.83M
3
BFA
Brendel Financial Advisors
New Hampshire
-$5.09M
4
Citigroup
Citigroup
New York
-$3.5M
5
SI
Stephens Inc
Arkansas
-$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$291M -$5.83M -127,327 -2%
Wells Fargo
2
Wells Fargo
California
$133M +$6.04M +131,941 +5%
LPL Financial
3
LPL Financial
California
$127M +$6.69M +146,083 +6%
PFS
4
Prospera Financial Services
Texas
$114M +$1.5M +32,755 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$111M +$26.7M +582,999 +32%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$74.1M +$3M +65,559 +4%
Bank of America
7
Bank of America
North Carolina
$70.2M +$2.42M +52,756 +4%
RJA
8
Raymond James & Associates
Florida
$55M +$1.81M +39,470 +3%
UBS Group
9
UBS Group
Switzerland
$52.7M -$1.46M -31,916 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$49.1M +$11.5K +251 +0%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$48.6M -$2.53M -55,229 -5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$35.8M +$1.21M +26,356 +3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$23.7M +$2.62M +57,196 +12%
PAG
14
Private Advisor Group
New Jersey
$19.4M +$168K +3,665 +0.9%
Stifel Financial
15
Stifel Financial
Missouri
$19.4M -$61.2K -1,337 -0.3%
CAN
16
Cetera Advisor Networks
California
$17M +$112K +2,448 +0.7%
DADC
17
D.A. Davidson & Co
Montana
$14.5M -$760K -16,602 -5%
SG
18
Strid Group
Pennsylvania
$13.9M -$1.02M -22,186 -7%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$12.7M +$382K +8,338 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$11.3M +$507K +11,081 +5%
AP
21
Atwood & Palmer
Missouri
$9.75M +$140K +3,060 +1%
Truist Financial
22
Truist Financial
North Carolina
$9.53M +$337K +7,355 +4%
SPIA
23
Steward Partners Investment Advisory
New York
$8.87M +$302K +6,599 +4%
SAM
24
Secure Asset Management
Michigan
$8.54M +$1.65M +36,004 +24%
MOS
25
MGO One Seven
Ohio
$8.53M -$1.42M -28,995 -14%
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