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First Trust Dorsey Wright Focus 5 ETF
FV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$172M -$50.7M -1,678,540 -20%
Wells Fargo
2
Wells Fargo
California
$81.6M -$44.1M -1,459,872 -31%
LPL Financial
3
LPL Financial
California
$70.8M -$3.17M -104,772 -4%
UBS Group
4
UBS Group
Switzerland
$45.5M -$5.18M -171,576 -9%
PFS
5
Prospera Financial Services
Texas
$43.9M -$74M -2,449,983 -59%
SG
6
Strid Group
Pennsylvania
$43.3M +$26.6M +881,506 +110%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$38.6M -$5M -165,346 -10%
Bank of America
8
Bank of America
North Carolina
$34.6M -$26.3M -871,225 -39%
RJA
9
Raymond James & Associates
Florida
$33.9M -$8.59M -284,379 -18%
Osaic Holdings
10
Osaic Holdings
Arizona
$27.2M +$32M +1,059,491 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$25.5M +$1.07M +35,272 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$22.4M -$6.78M -224,255 -20%
TLP
13
Trinity Legacy Partners
Texas
$22.2M +$3.89M +128,592 +10%
Stifel Financial
14
Stifel Financial
Missouri
$15M -$2.2M -72,806 -11%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14.2M -$15.3M -505,494 -48%
PAG
16
Private Advisor Group
New Jersey
$11.8M -$67.4K -2,229 -0.5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$11.5M -$1.11M -36,615 -8%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$10.9M – – –
DADC
19
D.A. Davidson & Co
Montana
$9.4M -$376K -12,443 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$7.2M -$11.9M -394,740 -58%
Truist Financial
21
Truist Financial
North Carolina
$7.19M -$957K -31,663 -10%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$7.06M -$491K -16,253 -6%
CAN
23
Cetera Advisor Networks
California
$5.87M -$33.7M -1,114,758 -83%
AP
24
Atwood & Palmer
Missouri
$5.46M +$187K +6,197 +3%
SWP
25
Stratos Wealth Partners
Ohio
$4.79M +$127K +4,215 +2%
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