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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

329 hedge funds and large institutions have $3.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 114 reducing their positions, and 23 closing their positions.

Holders
329
Holders Change
+23
Holders Change %
+7.52%
% of All Funds
4.38%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
53
Increased
99
Reduced
114
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$157M
2
IAA
2
Independent Advisor Alliance
North Carolina
$20.2M
3
LPL Financial
3
LPL Financial
California
$264M
4
OP
4
ORG Partners
Indiana
$11M
5
EP
5
Essential Planning
New Hampshire
$5.84M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$938K
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$594M
3
Morgan Stanley
3
Morgan Stanley
New York
$393M
4
UBS Group
4
UBS Group
Switzerland
$82.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$594M 10,050 -262 -3%
Morgan Stanley
2
Morgan Stanley
New York
$393M 6,656,806 -222,133 -3%
LPL Financial
3
LPL Financial
California
$264M 4,465,129 +277,315 +7%
Wells Fargo
4
Wells Fargo
California
$242M 4,094,834 -43,796 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$168M 2,849,421 +36,184 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$157M 2,662,714 +2,662,714 New
Bank of America
7
Bank of America
North Carolina
$98.9M 1,674,187 +9,409 +0.6%
UBS Group
8
UBS Group
Switzerland
$82.5M 1,396,728 -177,841 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$64.8M 1,097,554 -12,794 -1%
NA
10
NewEdge Advisors
Louisiana
$60.1M 1,017,458 +24,439 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$49.4M 836,543 -58,143 -6%
PFS
12
Prospera Financial Services
Texas
$47.5M 803,821 -47,104 -6%
CIA
13
Concurrent Investment Advisors
Florida
$33.5M 566,978 -1,787 -0.3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$33.3M 563,225 +88,148 +19%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$30.9M 523,758 +93,448 +22%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$30.3M 513,339 +7,470 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$29.3M 495,838 -4,237 -0.8%
MFS
18
Madrona Financial Services
Washington
$29M 490,310 -21,521 -4%
SWMG
19
Sard Wealth Management Group
Georgia
$26.6M 449,550 -4,756 -1%
DADC
20
D.A. Davidson & Co
Montana
$26M 440,396 +1,236 +0.3%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$23.9M 404,445 -2,354 -0.6%
Stifel Financial
22
Stifel Financial
Missouri
$21.4M 362,485 -23,441 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$20.9M 353,376 -83,667 -19%
IAA
24
Independent Advisor Alliance
North Carolina
$20.2M 342,760 +342,760 New
PWS
25
Proactive Wealth Strategies
Georgia
$17.6M 298,141 +7,112 +2%
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