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First Trust Dorsey Wright Focus 5 ETF

245 hedge funds and large institutions have $1.96B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 16 closing their positions.

Holders
245
Holders Change
+32
Holders Change %
+15.02%
% of All Funds
3.95%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
52
Increased
94
Reduced
66
Closed
16
Calls
$410K
Puts
Net Calls
+$410K
Net Calls Change
-$46K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$390M 8,374,594 +584,185 +7%
Wells Fargo
2
Wells Fargo
California
$186M 4,004,947 +774,581 +24%
LPL Financial
3
LPL Financial
California
$143M 3,061,438 +344,546 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$141M 3,021,357 +572,629 +23%
Bank of America
5
Bank of America
North Carolina
$88.9M 1,910,019 +336,031 +21%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$81.2M 1,744,114 -293,058 -14%
UBS Group
7
UBS Group
Switzerland
$78.6M 1,689,474 +87,413 +5%
RJA
8
Raymond James & Associates
Florida
$73.5M 1,579,809 +149,023 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$70M 1,503,509 +133,370 +10%
PFS
10
Prospera Financial Services
Texas
$54.1M 1,161,252 -840,561 -42%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$50.2M 1,077,527 +36,649 +4%
OCM
12
One Capital Management
California
$29.7M 637,635 +637,635 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$29.3M 629,265 +19,073 +3%
CAN
14
Cetera Advisor Networks
California
$28.1M 602,870 +129,018 +27%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$27.6M 592,148 +288,834 +95%
DADC
16
D.A. Davidson & Co
Montana
$20M 430,054 +27,535 +7%
Stifel Financial
17
Stifel Financial
Missouri
$17.7M 380,771 +4,126 +1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$14M 299,930 +13,232 +5%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$13.3M 286,754 +22,885 +9%
SAM
20
Secure Asset Management
Michigan
$13.2M 282,984 +4,867 +2%
SG
21
Strid Group
Pennsylvania
$13.1M 281,028 -4,173 -1%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$12.9M 276,688 +1,099 +0.4%
Truist Financial
23
Truist Financial
North Carolina
$12.7M 272,713 +111,235 +69%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$12.4M 266,882 +6,351 +2%
AP
25
Atwood & Palmer
Missouri
$11.8M 252,690 +7,836 +3%