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First Trust Dorsey Wright Dynamic Focus 5 ETF

56 hedge funds and large institutions have $147M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$28.3M 746,844 +5,784 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$25.9M 685,679 +529 +0.1%
UBS Group
3
UBS Group
Switzerland
$17.3M 458,382 -158,998 -26%
Wells Fargo
4
Wells Fargo
California
$11.9M 314,268 +201,148 +178%
RJA
5
Raymond James & Associates
Florida
$5.94M 156,917 -22,040 -12%
PFS
6
Prospera Financial Services
Texas
$5.36M 141,541 -14,198 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.76M 125,704 +26,914 +27%
Mariner
8
Mariner
Kansas
$4.69M 124,008 +124,008 New
AI
9
Atria Investments
North Carolina
$3.9M 103,078 -3,160 -3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$3.7M 97,743 +1,205 +1%
Bank of America
11
Bank of America
North Carolina
$3.53M 93,353 +11,765 +14%
PAG
12
Private Advisor Group
New Jersey
$3.11M 82,324 +683 +0.8%
CFD
13
Creative Financial Designs
Indiana
$2.71M 71,521 -4,701 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.42M 63,957 -6,783 -10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.11M 55,670 +3,118 +6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.82M 48,150 +4,794 +11%
OIA
17
OneDigital Investment Advisors
Kansas
$1.51M 40,008 -1,263 -3%
GWM
18
Geneos Wealth Management
Colorado
$1.44M 37,945 -454 -1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.43M 37,837 -7,337 -16%
KFGK
20
Keystone Financial Group (Kentucky)
Kentucky
$1.18M 31,252 +104 +0.3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.08M 28,548 -21,128 -43%
CG
22
Clarus Group
Texas
$1.03M 27,665 -2,801 -9%
OC
23
Oppenheimer & Co
New York
$816K 21,573 +1,749 +9%
Truist Financial
24
Truist Financial
North Carolina
$812K 21,476 -19,272 -47%
Citadel Advisors
25
Citadel Advisors
Florida
$780K 20,626 +5,887 +40%