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First Trust Dorsey Wright Dynamic Focus 5 ETF

65 hedge funds and large institutions have $197M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
23
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.2M 1,061,867 +127,459 +14%
LPL Financial
2
LPL Financial
California
$24.2M 690,307 +66,321 +11%
UBS Group
3
UBS Group
Switzerland
$22M 628,049 +8,466 +1%
Mariner
4
Mariner
Kansas
$15.4M 440,247 +93,407 +27%
AI
5
Atria Investments
North Carolina
$14.6M 416,763 +85,766 +26%
Wells Fargo
6
Wells Fargo
California
$11.5M 329,091 -6,639 -2%
RA
7
RiverTree Advisors
Florida
$7.98M 227,931 +227,931 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.95M 198,416 -20,537 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.47M 184,717 +85,669 +86%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.39M 182,368 +22,063 +14%
Bank of America
11
Bank of America
North Carolina
$5.82M 166,236 +31,109 +23%
PFS
12
Prospera Financial Services
Texas
$4.63M 132,189 +5,920 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.48M 127,896 -2,534 -2%
RJA
14
Raymond James & Associates
Florida
$4.06M 115,895 -29,723 -20%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.93M 83,729 +36,382 +77%
CFD
16
Creative Financial Designs
Indiana
$2.18M 62,279 -3,737 -6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.57M 44,767 -2,175 -5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.51M 43,044 +9,745 +29%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.23M 35,261 +8,616 +32%
CAN
20
Claraphi Advisory Network
United States
$1.07M 30,698 +30,698 New
OIA
21
OneDigital Investment Advisors
Kansas
$1.04M 29,566 +29 +0.1%
SOS
22
Silver Oak Securities
Tennessee
$892K 25,475 +25,475 New
MML Investors Services
23
MML Investors Services
Massachusetts
$851K 24,293 +3,882 +19%
Truist Financial
24
Truist Financial
North Carolina
$825K 23,553 +5,226 +29%
OC
25
Oppenheimer & Co
New York
$820K 23,427 -414 -2%