FV icon

First Trust Dorsey Wright Focus 5 ETF

306 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 15 closing their positions.

Holders
306
Holders Change
+16
Holders Change %
+5.52%
% of All Funds
4.43%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
104
Reduced
106
Closed
15
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
+$268K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$401M 6,878,939 +203,795 +3%
LPL Financial
2
LPL Financial
California
$244M 4,187,814 -23,356 -0.6%
Wells Fargo
3
Wells Fargo
California
$241M 4,138,630 -71,625 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$164M 2,813,237 -64,601 -2%
RJA
5
Raymond James & Associates
Florida
$97.4M 1,672,261 +47,375 +3%
Bank of America
6
Bank of America
North Carolina
$97M 1,664,778 -27,488 -2%
UBS Group
7
UBS Group
Switzerland
$91.8M 1,574,569 -211,711 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$64.7M 1,110,348 -55,555 -5%
NA
9
NewEdge Advisors
Louisiana
$57.9M 993,019 +7,400 +0.8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$55.6M 953,973 +18,052 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$52.1M 894,686 -72,734 -8%
PFS
12
Prospera Financial Services
Texas
$49.6M 850,925 -55,653 -6%
CIA
13
Concurrent Investment Advisors
Florida
$33.1M 568,765 +12,580 +2%
MFS
14
Madrona Financial Services
Washington
$29.8M 511,831 +24,263 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$29.5M 505,869 -2,854 -0.6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$29.1M 500,075 +8,376 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$27.7M 475,077 +29,757 +7%
SWMG
18
Sard Wealth Management Group
Georgia
$26.5M 454,306 +723 +0.2%
DADC
19
D.A. Davidson & Co
Montana
$25.6M 439,160 -1,323 -0.3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$25.5M 437,043 +30,109 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$25.1M 430,310 -75,183 -15%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$23.7M 406,799 -12,754 -3%
Stifel Financial
23
Stifel Financial
Missouri
$22.5M 385,926 -30,795 -7%
PWS
24
Proactive Wealth Strategies
Georgia
$17M 291,029 +291,029 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$16.4M 280,908 -5,374 -2%