We are live on ! Find out more
FV icon

First Trust Dorsey Wright Focus 5 ETF
FV

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
151
Capital Bank & Trust
California
$30K – – –
S
152
SignatureFD
Georgia
$27K – – –
KCPG
153
Kavar Capital Partners Group
Kansas
$26K +$25.4K +850 New
LWANC
154
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$25.4K +850 New
SMFS
155
Squar Milner Financial Services
California
$24K – – –
OIA
156
Optimum Investment Advisors
Illinois
$20K – – –
AOWM
157
Alpha Omega Wealth Management
Virginia
$19K – – –
PCG
158
Private Capital Group
Connecticut
$16K – – –
TCOV
159
Trust Company of Vermont
Vermont
$16K – – –
KTC
160
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +500 New
CAGAS
162
Capital Advisory Group Advisory Services
Minnesota
$14K – – –
CAC
163
Certified Advisory Corp
Florida
$14K +$13.9K +464 New
LF
164
Lee Financial
Texas
$13K – – –
AIM
165
Anchor Investment Management
South Carolina
$12.3K – – –
ACA
166
Atlas Capital Advisors
Wyoming
$12.3K +$12.1K +404 New
HPC
167
HM Payson & Co
Maine
$12K +$12K +400 New
EWM
168
Executive Wealth Management
Michigan
$9K – – –
RWA
169
Redhawk Wealth Advisors
Minnesota
$8K +$7.63K +255 New
W
170
WealthStone
Ohio
$7.94K +$7.81K +261 New
GFPC
171
Global Financial Private Capital
Florida
$5K -$217K -7,260 -98%
WCG
172
Weaver Consulting Group
California
$5K – – –
RFM
173
Royal Fund Management
Florida
$3K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$3K +$1.74K +58 +114%
DWM
175
Doyle Wealth Management
Florida
$3K +$2.9K +97 New
4 5 6
7
8