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First Trust Dorsey Wright Focus 5 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
151
International Assets Investment Management
Florida
$588K +$527K +11,400 New
CCB
152
Cutter & Co Brokerage
Missouri
$576K -$8.82K -191 -2%
3F
153
360 Financial
Minnesota
$561K -$1.02K -22 -0.2%
TWM
154
Trueblood Wealth Management
Ohio
$554K +$496K +10,740 New
CFG
155
Carr Financial Group
Massachusetts
$552K +$150K +3,254 +44%
GRP
156
Global Retirement Partners
California
$550K +$8.87K +192 +2%
DC
157
Davenport & Co
Virginia
$538K +$44.8K +970 +10%
MWM
158
MGB Wealth Management
Texas
$529K +$474K +10,271 New
RA
159
RFG Advisory
Alabama
$526K -$1.08M -23,289 -70%
FCBT
160
First Citizens Bank & Trust
North Carolina
$516K +$462K +10,000 New
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$506K +$55.1K +1,194 +14%
SIG
162
Sargent Investment Group
Maryland
$499K -$13.9K -300 -3%
Prudential Financial
163
Prudential Financial
New Jersey
$497K +$128K +2,761 +40%
NAS
164
NWF Advisory Services
California
$487K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$477K +$14.9K +322 +4%
PVI
166
Pine Valley Investments
New Jersey
$475K -$4.99K -108 -1%
Ameriprise
167
Ameriprise
Minnesota
$465K +$60.9K +1,318 +17%
AAP
168
Arax Advisory Partners
Colorado
$465K -$2.45K -53 -0.6%
SF
169
Summit Financial
New Jersey
$460K -$30.2K -654 -7%
HWA
170
HCR Wealth Advisors
California
$456K
AAS
171
Avantax Advisory Services
Texas
$451K -$159K -3,432 -28%
OC
172
Oakworth Capital
Alabama
$443K +$259K +5,600 +187%
CSPIA
173
Cary Street Partners Investment Advisory
Virginia
$439K -$129K -2,795 -25%
NFG
174
Nations Financial Group
Iowa
$437K -$37.1K -803 -9%
CWP
175
Cyndeo Wealth Partners
Florida
$427K