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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

216 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+5
Holders Change %
+2.37%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
21
Increased
75
Reduced
75
Closed
13
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
+$215K

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$102M
2
Morgan Stanley
2
Morgan Stanley
New York
$343M
3
MFS
3
Madrona Financial Services
Washington
$8.37M
4
UBS Group
4
UBS Group
Switzerland
$61M
5
LPL Financial
5
LPL Financial
California
$141M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$90.6M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
PFS
3
Prospera Financial Services
Texas
$104M
4
BBA
4
Braun-Bostich & Associates
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$343M 7,190,479 +374,413 +5%
LPL Financial
2
LPL Financial
California
$141M 2,967,071 +148,101 +5%
Wells Fargo
3
Wells Fargo
California
$141M 2,957,590 +44,318 +2%
PFS
4
Prospera Financial Services
Texas
$104M 2,183,250 -288,307 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$102M 2,146,901 +564,886 +36%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$90.6M 1,902,108 -637,460 -25%
Bank of America
7
Bank of America
North Carolina
$75.7M 1,588,424 +135,077 +9%
UBS Group
8
UBS Group
Switzerland
$61M 1,279,544 +155,514 +14%
RJA
9
Raymond James & Associates
Florida
$59.1M 1,241,027 +59,043 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$58.9M 1,151,532 +87,922 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.2M 823,137 -146,784 -15%
PAG
12
Private Advisor Group
New Jersey
$22M 461,161 +21,193 +5%
Stifel Financial
13
Stifel Financial
Missouri
$19.2M 402,628 -6,152 -2%
CAN
14
Cetera Advisor Networks
California
$18.7M 392,382 -592 -0.2%
DADC
15
D.A. Davidson & Co
Montana
$15.6M 328,017 +13,181 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$14.6M 306,160 -178,867 -37%
SG
17
Strid Group
Pennsylvania
$14M 294,497 -7,389 -2%
SAM
18
Secure Asset Management
Michigan
$12.4M 260,807 +23,767 +10%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$12M 252,398 +8,061 +3%
ATPW
20
Ashton Thomas Private Wealth
Arizona
$11.7M 246,519 +21,473 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$11.4M 238,968 -2,678 -1%
SPIA
22
Steward Partners Investment Advisory
New York
$11.1M 232,236 -45,424 -16%
AP
23
Atwood & Palmer
Missouri
$10.6M 221,942 +5,640 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$9.87M 207,088 -69,652 -25%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$8.49M 178,248 +1,498 +0.8%
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