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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

213 hedge funds and large institutions have $1.57B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
213
Holders Change
+2
Holders Change %
+0.95%
% of All Funds
3.68%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
21
Increased
87
Reduced
69
Closed
17
Calls
$456K
Puts
–
Net Calls
+$456K
Net Calls Change
-$8K

Top Buyers

1
PFS
1
Prospera Financial Services
Texas
$82.2M
2
Wells Fargo
2
Wells Fargo
California
$133M
3
UBS Group
3
UBS Group
Switzerland
$65.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.7M
5
RJA
5
Raymond James & Associates
Florida
$58.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$64.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$83.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$320M
4
PAG
4
Private Advisory Group
Washington
$0
5
KAS
5
Kestra Advisory Services
Texas
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$320M 7,790,409 -33,664 -0.4%
Wells Fargo
2
Wells Fargo
California
$133M 3,230,366 +221,610 +7%
LPL Financial
3
LPL Financial
California
$112M 2,716,892 +39,934 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$101M 2,448,728 +135,706 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$83.6M 2,037,172 -56,969 -3%
PFS
6
Prospera Financial Services
Texas
$82.2M 2,001,813 +542,325 +37%
UBS Group
7
UBS Group
Switzerland
$65.8M 1,602,061 +155,356 +11%
Bank of America
8
Bank of America
North Carolina
$64.6M 1,573,988 -71,619 -4%
RJA
9
Raymond James & Associates
Florida
$58.7M 1,430,786 +140,789 +11%
Osaic Holdings
10
Osaic Holdings
Arizona
$56.2M 1,370,139 +114,404 +9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$42.7M 1,040,878 +146,775 +16%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$25M 610,192 +11,067 +2%
CAN
13
Cetera Advisor Networks
California
$19.4M 473,852 +55,393 +13%
PAG
14
Private Advisor Group
New Jersey
$18.9M 460,712 +2,921 +0.6%
DADC
15
D.A. Davidson & Co
Montana
$16.5M 402,519 +6,524 +2%
Stifel Financial
16
Stifel Financial
Missouri
$15.5M 376,645 -16,373 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$12.4M 303,314 +16,902 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.8M 286,698 -8,716 -3%
SG
19
Strid Group
Pennsylvania
$11.7M 285,201 -5,883 -2%
SAM
20
Secure Asset Management
Michigan
$11.4M 278,117 +22,185 +9%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$11.3M 275,589 +9,020 +3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$10.8M 263,869 +79,079 +43%
ATPW
23
Ashton Thomas Private Wealth
Arizona
$10.7M 260,531 +5,944 +2%
AP
24
Atwood & Palmer
Missouri
$10.1M 244,854 +9,968 +4%
SPIA
25
Steward Partners Investment Advisory
New York
$9.28M 226,046 -7,510 -3%
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