FVC icon

First Trust Dorsey Wright Dynamic Focus 5 ETF

38 hedge funds and large institutions have $194M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$60.7M 2,706,897 +233,306 +9%
LPL Financial
2
LPL Financial
California
$26.6M 1,191,455 +110,442 +10%
Morgan Stanley
3
Morgan Stanley
New York
$24M 1,068,333 +141,817 +15%
Bank of America
4
Bank of America
North Carolina
$19M 847,072 -139,711 -14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.6M 786,364 +165,844 +27%
AG
6
Advisor Group
Arizona
$11.3M 505,836 -56,038 -10%
SPC
7
Sigma Planning Corp
Michigan
$5.79M 257,932 -21,423 -8%
PAG
8
Private Advisor Group
New Jersey
$3.94M 177,110 +35,094 +25%
RJA
9
Raymond James & Associates
Florida
$3.36M 149,870 +18,446 +14%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$2.58M 115,043 +72,392 +170%
CCB
11
Cutter & Co Brokerage
Missouri
$2.16M 96,435 -1,095 -1%
PFS
12
Prospera Financial Services
Texas
$2.12M 94,325 +2,275 +2%
GWM
13
Geneos Wealth Management
Colorado
$2.08M 92,771 +22,316 +32%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.56M 69,427 +53,447 +334%
DADC
15
D.A. Davidson & Co
Montana
$1.55M 69,174 +6,316 +10%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.53M 68,207 -60,062 -47%
RAM
17
Riggs Asset Management
Pennsylvania
$1.46M 65,018 -5,040 -7%
CA
18
Cetera Advisors
Colorado
$1.01M 45,001 -23,744 -35%
IH
19
IFC Holdings
Florida
$890K 39,715 +9,071 +30%
FWM
20
Frontier Wealth Management
Missouri
$819K 36,492 -2,211 -6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$720K 32,118 -5,970 -16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$695K 30,978 -98,361 -76%
SWP
23
Stratos Wealth Partners
Ohio
$400K 17,824 -5,872 -25%
JIP
24
Jaffetilchin Investment Partners
Florida
$329K 14,683 -11,260 -43%
IAA
25
Independent Advisor Alliance
North Carolina
$284K 12,762 +12,762 New