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First Trust Dorsey Wright Focus 5 ETF

242 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
25
Increased
105
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$373M -$4.05M -89,799 -1%
Wells Fargo
2
Wells Fargo
California
$209M +$28.9M +641,801 +16%
LPL Financial
3
LPL Financial
California
$149M +$11M +243,838 +8%
UBS Group
4
UBS Group
Switzerland
$92.4M +$16.2M +360,248 +21%
Bank of America
5
Bank of America
North Carolina
$90.4M +$4.32M +95,844 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$80M +$1.36M +30,220 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$78M +$10.3M +228,524 +15%
RJA
8
Raymond James & Associates
Florida
$69.8M -$1.45M -32,250 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$49.4M +$852K +18,890 +2%
PFS
10
Prospera Financial Services
Texas
$45.5M -$6.86M -152,202 -13%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$34.5M +$6.11M +135,639 +22%
OCM
12
One Capital Management
California
$28.4M -$387K -8,580 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$26.1M -$582K -12,901 -2%
CAN
14
Cetera Advisor Networks
California
$24.8M -$2.39M -53,126 -9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$21.4M +$7.86M +174,386 +58%
PAG
16
Private Advisor Group
New Jersey
$19.9M -$2.04M -45,211 -9%
DADC
17
D.A. Davidson & Co
Montana
$19.8M +$369K +8,180 +2%
Stifel Financial
18
Stifel Financial
Missouri
$19.6M +$2.43M +53,998 +14%
AP
19
Atwood & Palmer
Missouri
$15.3M +$3.95M +87,614 +35%
NA
20
NewEdge Advisors
Louisiana
$14.5M +$9.39M +209,176 +182%
SAM
21
Secure Asset Management
Michigan
$13.4M +$646K +14,326 +5%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$415K +9,215 +3%
SG
23
Strid Group
Pennsylvania
$12.6M -$112K -2,487 -0.9%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$12.4M -$535K -11,866 -4%
ATPW
25
Ashton Thomas Private Wealth
Arizona
$12M +$7.03K +156 +0.1%