We are live on ! Find out more
FV icon

First Trust Dorsey Wright Focus 5 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIG
126
Cascade Investment Group
Colorado
$998K
SMA
127
Sage Mountain Advisors
Georgia
$975K
VWA
128
Visionary Wealth Advisors
Illinois
$969K -$20K -370 -2%
CCMG
129
Clark Capital Management Group
Pennsylvania
$967K +$912K +16,899 New
TNBTD
130
Trustmark National Bank Trust Department
Mississippi
$937K +$108K +2,000 +14%
WWA
131
WCG Wealth Advisors
Nevada
$930K +$124K +2,300 +16%
NPFS
132
Novak & Powell Financial Services
Florida
$927K -$14.6K -270 -2%
CFG
133
Carr Financial Group
Massachusetts
$923K +$292K +5,404 +50%
CCFM
134
Clear Creek Financial Management
Washington
$920K -$15.8K -292 -2%
BFWM
135
Bright Futures Wealth Management
New York
$894K +$844K +15,637 New
ODG
136
O'Dell Group
Ohio
$862K +$2.37K +44 +0.3%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$851K +$273K +5,056 +52%
GJWM
138
Gilliland Jeter Wealth Management
Arkansas
$840K +$108 +2 +0%
MPCA
139
Madison Park Capital Advisors
Washington
$812K -$16.2K -300 -2%
SWM
140
Spire Wealth Management
Virginia
$804K +$54 +1 +0%
DFA
141
DHJJ Financial Advisors
Illinois
$796K
BF
142
BOK Financial
Oklahoma
$737K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$714K +$174K +3,224 +35%
EA
144
Eudaimonia Advisors
Tennessee
$707K +$18.8K +349 +3%
WI
145
Wintrust Investments
Illinois
$688K -$140K -2,600 -18%
GRP
146
Global Retirement Partners
California
$687K +$63.8K +1,183 +11%
BPA
147
Beacon Pointe Advisors
California
$682K -$33.1K -614 -5%
AWM
148
AE Wealth Management
Kansas
$670K -$5.46M -101,272 -90%
CCB
149
Cutter & Co Brokerage
Missouri
$629K -$9.71K -180 -2%
SOS
150
Silver Oak Securities
Tennessee
$609K -$45K -833 -7%