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First Trust Dorsey Wright Focus 5 ETF

271 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 113 reducing their positions, and 18 closing their positions.

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
3.97%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.18%
New
40
Increased
71
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$726M 14,083,564 +6,565,516 +87%
Wells Fargo
2
Wells Fargo
California
$217M 4,205,976 -508,651 -11%
LPL Financial
3
LPL Financial
California
$213M 4,132,957 -104,829 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$154M 2,993,315 -85,761 -3%
UBS Group
5
UBS Group
Switzerland
$107M 2,070,715 +21,091 +1%
Bank of America
6
Bank of America
North Carolina
$88.7M 1,721,515 -12,057 -0.7%
RJA
7
Raymond James & Associates
Florida
$85.3M 1,654,558 +59,069 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$71.7M 1,391,016 -210,597 -13%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$55.1M 1,069,075 -119,747 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$53.9M 1,045,547 -59,434 -5%
PFS
11
Prospera Financial Services
Texas
$51.9M 1,005,960 -687,603 -41%
NA
12
NewEdge Advisors
Louisiana
$49.4M 949,474 +39,933 +4%
CIA
13
Concurrent Investment Advisors
Florida
$29.5M 572,706 +572,706 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$26.7M 517,847 -60,040 -10%
SWMG
15
Sard Wealth Management Group
Georgia
$26.5M 514,023 +514,023 New
MFS
16
Madrona Financial Services
Washington
$25.2M 489,750 +58,105 +13%
DADC
17
D.A. Davidson & Co
Montana
$23.3M 451,852 +27,326 +6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$21.2M 410,814 +61,190 +18%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$21M 407,023 -74,035 -15%
Stifel Financial
20
Stifel Financial
Missouri
$20M 387,169 -28,031 -7%
CAN
21
Cetera Advisor Networks
California
$19.6M 379,796 -17,750 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$18.8M 364,094 +23,152 +7%
PAG
23
Private Advisor Group
New Jersey
$16.5M 320,562 -16,236 -5%
AP
24
Atwood & Palmer
Missouri
$16.3M 316,478 +3,562 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$15.4M 299,104 -5,907 -2%