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First Trust Dorsey Wright Focus 5 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
151
Pinnacle Financial Partners (Tennessee)
Tennessee
$32K – – –
LWANC
152
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
1W
153
1776 Wealth
Georgia
$25K – – –
APWA
154
Atlas Private Wealth Advisors
New Jersey
$25K +$23.6K +780 New
OIA
155
Optimum Investment Advisors
Illinois
$22K – – –
GRP
156
Global Retirement Partners
California
$17K – – –
MLFP
157
MPS Loria Financial Planners
Illinois
$16K +$15.1K +500 New
GI
158
Gradient Investments
Minnesota
$16K +$15.2K +503 New
LF
159
Lee Financial
Texas
$14K – – –
AIM
160
Anchor Investment Management
South Carolina
$13K – – –
EWP
161
Engrave Wealth Partners
Texas
$13K – – –
HPC
162
HM Payson & Co
Maine
$13K – – –
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$13K +$12.1K +400 New
VFA
164
Valeo Financial Advisors
Indiana
$10K -$56.1K -1,852 -86%
CAL
165
Capital Analysts LLC
Pennsylvania
$10K -$15.7K -520 -63%
OPS
166
Orion Portfolio Solutions
Nebraska
$10K +$3.33K +110 +55%
FHA
167
Flagship Harbor Advisors
Massachusetts
$9K -$30.3K -1,000 -78%
GFPC
168
Global Financial Private Capital
Florida
$6K – – –
CFFP
169
Center for Financial Planning
Michigan
$5K – – –
ACA
170
Atlas Capital Advisors
Wyoming
$3.67K – – –
CI
171
CX Institutional
Indiana
$1K -$1.27K -42 -58%
BHWM
172
Bay Harbor Wealth Management
Maryland
$1K – – –
GSWM
173
Golden State Wealth Management
California
– -$1.73M -67,241 Closed
AI
174
Atria Investments
North Carolina
– -$434K -16,882 Closed
IWC
175
Integrated Wealth Concepts
Massachusetts
– -$429K -16,670 Closed