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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
28
Increased
75
Reduced
107
Closed
15
Calls
$220K
Puts
–
Net Calls
+$220K
Net Calls Change
+$220K

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.6M
2
PFS
Prospera Financial Services
Texas
+$34.2M
3
NA
NewEdge Advisors
Louisiana
+$17.7M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$6.32M

Top Sellers

1
OCM
One Capital Management
California
-$28.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$27.3M
3
Bank of America
Bank of America
North Carolina
-$10.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.03M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$400M +$11.1M +236,197 +3%
Wells Fargo
2
Wells Fargo
California
$215M -$2.79M -59,377 -1%
LPL Financial
3
LPL Financial
California
$193M +$37.6M +801,990 +24%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$148M -$2.09M -44,554 -1%
UBS Group
5
UBS Group
Switzerland
$95M -$1.15M -24,528 -1%
Bank of America
6
Bank of America
North Carolina
$83.5M -$10.6M -225,143 -11%
PFS
7
Prospera Financial Services
Texas
$81.5M +$34.2M +728,882 +72%
Osaic Holdings
8
Osaic Holdings
Arizona
$77.2M -$4.1M -87,344 -5%
RJA
9
Raymond James & Associates
Florida
$71.9M -$737K -15,709 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$56M -$27.3M -580,926 -33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$48.9M -$2.54M -54,185 -5%
NA
12
NewEdge Advisors
Louisiana
$32.9M +$17.7M +377,204 +116%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$28.9M -$6.99M -148,954 -19%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$24.4M -$2.73M -58,226 -10%
DADC
15
D.A. Davidson & Co
Montana
$20.2M -$317K -6,758 -2%
PAG
16
Private Advisor Group
New Jersey
$20M -$655K -13,964 -3%
CAN
17
Cetera Advisor Networks
California
$19.8M -$5.96M -127,036 -23%
Stifel Financial
18
Stifel Financial
Missouri
$19.2M -$1.17M -24,958 -6%
AP
19
Atwood & Palmer
Missouri
$15.7M -$265K -5,642 -2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$14.6M +$6.32M +134,679 +77%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$14.2M -$8.03M -171,161 -36%
SAM
22
Secure Asset Management
Michigan
$14.2M +$206K +4,386 +1%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$13.7M +$815K +17,366 +6%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$13.6M +$206K +4,390 +2%
SG
25
Strid Group
Pennsylvania
$13.4M +$324K +6,911 +2%
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