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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

290 hedge funds and large institutions have $2.38B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+8
Holders Change %
+2.84%
% of All Funds
4.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.15%
New
30
Increased
86
Reduced
116
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$102M
2
MWM
Meridian Wealth Management
Kentucky
+$3.68M
3
Wells Fargo
Wells Fargo
California
+$2.61M
4
Stifel Financial
Stifel Financial
Missouri
+$2.41M
5
LPL Financial
LPL Financial
California
+$2.27M

Top Sellers

1
OCM
One Capital Management
California
-$22.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.31M
4
RJA
Raymond James & Associates
Florida
-$4.16M
5
FTS
Fifth Third Securities
Ohio
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$382M -$2.29M -39,934 -0.6%
LPL Financial
2
LPL Financial
California
$241M +$2.27M +39,720 +1%
Wells Fargo
3
Wells Fargo
California
$241M +$2.61M +45,523 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$165M -$109K -1,907 -0.1%
UBS Group
5
UBS Group
Switzerland
$102M +$102M +1,786,280 New
Bank of America
6
Bank of America
North Carolina
$96.9M +$1.26M +21,954 +1%
RJA
7
Raymond James & Associates
Florida
$93.1M -$4.16M -72,677 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$66.8M -$652K -11,383 -1%
NA
9
NewEdge Advisors
Louisiana
$56.4M -$190K -3,325 -0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$55.4M -$15M -262,686 -21%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$53.6M -$1.53M -26,803 -3%
PFS
12
Prospera Financial Services
Texas
$51.9M -$2.74M -47,762 -5%
CIA
13
Concurrent Investment Advisors
Florida
$31.9M +$433K +7,569 +1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$29.1M -$422K -7,362 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$28.9M -$1.69M -29,520 -6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$28.2M +$1.57M +27,426 +6%
MFS
17
Madrona Financial Services
Washington
$27.9M -$595K -10,396 -2%
SWMG
18
Sard Wealth Management Group
Georgia
$26M -$3.16M -55,208 -11%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$25.5M -$5.31M -92,760 -17%
DADC
20
D.A. Davidson & Co
Montana
$25.2M -$284K -4,962 -1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$24M +$793K +13,850 +3%
Stifel Financial
22
Stifel Financial
Missouri
$23.9M +$2.41M +42,132 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$23.3M +$61.3K +1,070 +0.3%
AP
24
Atwood & Palmer
Missouri
$17.6M -$100K -1,752 -0.6%
PAG
25
Private Advisor Group
New Jersey
$17.2M -$560K -9,780 -3%
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