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First Trust Dorsey Wright Focus 5 ETF

282 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 85 increasing their positions, 114 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
33
Increased
85
Reduced
114
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$384M -$422M -7,368,486 -52%
LPL Financial
2
LPL Financial
California
$239M +$2.2M +38,493 +0.9%
Wells Fargo
3
Wells Fargo
California
$238M -$2.36M -41,244 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$165M -$6.5M -113,570 -4%
RJA
5
Raymond James & Associates
Florida
$97.2M +$2.46M +43,005 +3%
Bank of America
6
Bank of America
North Carolina
$95.6M -$2.93M -51,203 -3%
Osaic Holdings
7
Osaic Holdings
Arizona
$70.4M -$9.2M -160,910 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$67.4M +$7.54M +131,739 +13%
NA
9
NewEdge Advisors
Louisiana
$56.6M +$2.26M +39,470 +4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$55.1M -$6.09M -106,351 -10%
PFS
11
Prospera Financial Services
Texas
$54.6M -$2.95M -51,620 -5%
CIA
12
Concurrent Investment Advisors
Florida
$31.4M -$1.38M -24,090 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$30.8M +$9.96M +173,986 +48%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$30.6M +$23.2M +405,129 +312%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$29.5M -$101K -1,762 -0.3%
SWMG
16
Sard Wealth Management Group
Georgia
$29.1M -$299K -5,232 -1%
MFS
17
Madrona Financial Services
Washington
$28.5M +$470K +8,214 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$26.6M +$3.06M +53,459 +13%
DADC
19
D.A. Davidson & Co
Montana
$25.5M -$367K -6,407 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$23.2M -$66.3K -1,159 -0.3%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$23.2M +$6.1M +106,599 +36%
OCM
22
One Capital Management
California
$22.6M +$22.6M +394,902 New
Stifel Financial
23
Stifel Financial
Missouri
$21.4M -$720K -12,580 -3%
CAN
24
Cetera Advisor Networks
California
$20.3M -$1.4M -24,471 -6%
PAG
25
Private Advisor Group
New Jersey
$17.8M -$574K -10,036 -3%