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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