FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Overview Fund Activity

211 hedge funds and large institutions have $1.51B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 25 closing their positions.

Holders
211
Holders Change
-5
Holders Change %
-2.31%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
21
Increased
79
Reduced
77
Closed
25
Calls
$464K
Puts
–
Net Calls
+$464K
Net Calls Change
+$249K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$324M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$25.6M
3
HI
3
Hudock Inc
Pennsylvania
$8.56M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$86.7M
5
UBS Group
5
UBS Group
Switzerland
$59.9M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$60.5M
2
LPL Financial
2
LPL Financial
California
$111M
3
MCC
3
Money Concepts Capital
Florida
$42K
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
SWM
5
Spire Wealth Management
Virginia
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$324M 7,824,073 +633,594 +9%
Wells Fargo
2
Wells Fargo
California
$125M 3,008,756 +51,166 +2%
LPL Financial
3
LPL Financial
California
$111M 2,676,958 -290,113 -10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$95.8M 2,313,022 +166,121 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$86.7M 2,094,141 +192,033 +10%
Bank of America
6
Bank of America
North Carolina
$68.2M 1,645,607 +57,183 +4%
PFS
7
Prospera Financial Services
Texas
$60.5M 1,459,488 -723,762 -33%
UBS Group
8
UBS Group
Switzerland
$59.9M 1,446,705 +167,161 +13%
RJA
9
Raymond James & Associates
Florida
$53.4M 1,289,997 +48,970 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$52M 1,255,735 +104,203 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$37M 894,103 +70,966 +9%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$25.6M 599,125 +599,125 New
PAG
13
Private Advisor Group
New Jersey
$19M 457,791 -3,370 -0.7%
CAN
14
Cetera Advisor Networks
California
$17.3M 418,459 +26,077 +7%
DADC
15
D.A. Davidson & Co
Montana
$16.4M 395,995 +67,978 +21%
Stifel Financial
16
Stifel Financial
Missouri
$16.3M 393,018 -9,610 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$12.2M 295,414 -10,746 -4%
SG
18
Strid Group
Pennsylvania
$12.1M 291,084 -3,413 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.9M 286,412 +47,444 +20%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$11M 266,569 +14,171 +6%
SAM
21
Secure Asset Management
Michigan
$10.6M 255,932 -4,875 -2%
ATPW
22
Ashton Thomas Private Wealth
Arizona
$10.5M 254,587 +8,068 +3%
AP
23
Atwood & Palmer
Missouri
$9.73M 234,886 +12,944 +6%
SPIA
24
Steward Partners Investment Advisory
New York
$9.67M 233,556 +1,320 +0.6%
HI
25
Hudock Inc
Pennsylvania
$8.56M 206,754 +206,754 New
1
2 3 4 5