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First Trust Dorsey Wright Focus 5 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
176
International Assets Investment Management
Florida
$489K +$127K +2,258 +33%
WMA
177
West Michigan Advisors
Michigan
$488K +$166K +2,962 +55%
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$485K -$11.2K -200 -2%
CBB
179
Citizens Business Bank
California
$484K +$466K +8,300 New
CWP
180
Cyndeo Wealth Partners
Florida
$482K
CWM
181
Congress Wealth Management
Massachusetts
$480K +$463K +8,234 New
KWM
182
Kaydan Wealth Management
Michigan
$470K -$10.7K -191 -2%
MAM
183
Milestone Asset Management
Pennsylvania
$468K +$2.47K +44 +0.6%
SW
184
Simplicity Wealth
New Jersey
$446K +$10.7K +191 +3%
SF
185
Summit Financial
New Jersey
$444K -$129K -2,300 -23%
HW
186
Hancock Whitney
Mississippi
$441K
GI
187
GAMMA Investing
California
$433K
AWM
188
Axxcess Wealth Management
California
$423K -$8.99K -160 -2%
CAAS
189
Capital Asset Advisory Services
Michigan
$423K -$8.99K -160 -2%
3F
190
360 Financial
Minnesota
$393K -$70K -1,245 -16%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$390K +$395K +7,027 New
AFP
192
Ausdal Financial Partners
Iowa
$387K -$410K -7,301 -52%
M&T Bank
193
M&T Bank
New York
$376K
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$366K
JWCA
195
J.W. Cole Advisors
Florida
$365K
PPG
196
Peak Planning Group
Colorado
$363K
OBWG
197
Onyx Bridge Wealth Group
New York
$354K -$18.1K -322 -5%
AWA
198
ARQ Wealth Advisors
Arizona
$353K
FFA
199
Founders Financial Alliance
North Carolina
$349K +$618 +11 +0.2%
FAM
200
Formidable Asset Management
Ohio
$337K -$4.95K -88 -1%