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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

251 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 18 closing their positions.

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
4%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
19
Increased
86
Reduced
101
Closed
18
Calls
$1.15M
Puts
–
Net Calls
+$1.15M
Net Calls Change
+$927K

Top Buyers

1
MWM
1
MinichMacGregor Wealth Management
New York
$10.9M
2
NA
2
NewEdge Advisors
Louisiana
$40.3M
3
MFS
3
Madrona Financial Services
Washington
$19.1M
4
LPL Financial
4
LPL Financial
California
$188M
5
Wells Fargo
5
Wells Fargo
California
$209M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$333M
2
HI
2
Hudock Inc
Pennsylvania
$0
3
DWMG
3
DB Wealth Management Group
California
$5.79M
4
PAG
4
Private Advisor Group
New Jersey
$14.9M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$136M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$333M 7,518,048 -1,002,944 -12%
Wells Fargo
2
Wells Fargo
California
$209M 4,714,627 +127,256 +3%
LPL Financial
3
LPL Financial
California
$188M 4,237,786 +130,520 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$136M 3,079,076 -84,974 -3%
UBS Group
5
UBS Group
Switzerland
$90.8M 2,049,624 +24,430 +1%
Bank of America
6
Bank of America
North Carolina
$76.8M 1,733,572 -47,148 -3%
PFS
7
Prospera Financial Services
Texas
$75M 1,693,563 -44,369 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$70.9M 1,601,613 -43,076 -3%
RJA
9
Raymond James & Associates
Florida
$70.7M 1,595,489 +63,639 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$52.7M 1,188,822 -4,586 -0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$49M 1,104,981 +62,749 +6%
NA
12
NewEdge Advisors
Louisiana
$40.3M 909,541 +208,470 +30%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$25.6M 577,887 -38,063 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.3M 481,058 -39,963 -8%
MFS
15
Madrona Financial Services
Washington
$19.1M 431,645 +181,846 +73%
DADC
16
D.A. Davidson & Co
Montana
$18.8M 424,526 -6,950 -2%
Stifel Financial
17
Stifel Financial
Missouri
$18.4M 415,200 +5,389 +1%
CAN
18
Cetera Advisor Networks
California
$17.6M 397,546 -25,162 -6%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$15.5M 349,624 +39,424 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.1M 340,942 +37,787 +12%
PAG
21
Private Advisor Group
New Jersey
$14.9M 336,798 -89,595 -21%
AP
22
Atwood & Palmer
Missouri
$13.9M 312,916 -21,746 -6%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$13.5M 305,011 +12,757 +4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$12.8M 287,940 -2,353 -0.8%
SG
25
Strid Group
Pennsylvania
$12.6M 283,713 -1,739 -0.6%
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