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First Trust Dorsey Wright Dynamic Focus 5 ETF

54 hedge funds and large institutions have $136M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.1M 1,437,434 +142,825 +11%
PFS
2
Prospera Financial Services
Texas
$13.8M 420,326 +313,665 +294%
LPL Financial
3
LPL Financial
California
$12M 366,978 -245,080 -40%
UBS Group
4
UBS Group
Switzerland
$9.69M 295,659 -37,411 -11%
Wells Fargo
5
Wells Fargo
California
$7.36M 224,496 -17,544 -7%
Bank of America
6
Bank of America
North Carolina
$6.47M 197,546 -20,955 -10%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$5.11M 156,057 -3,125 -2%
Mariner
8
Mariner
Kansas
$4.57M 139,526 +1,925 +1%
AI
9
Atria Investments
North Carolina
$4.14M 126,349 +2,076 +2%
PAG
10
Private Advisor Group
New Jersey
$3M 91,378 -72,364 -44%
TWC
11
TD Waterhouse Canada
Ontario, Canada
$2.86M 85,120 +63,040 +286%
RJA
12
Raymond James & Associates
Florida
$2.6M 79,297 -12,797 -14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.99M 60,760 -72,683 -54%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.5M 45,817 -22,391 -33%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.4M 42,714 -38,240 -47%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.36M 41,363 -40,552 -50%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$980K 29,897 -1,388 -4%
OIA
18
OneDigital Investment Advisors
Kansas
$947K 28,885 +16 +0.1%
OC
19
Oppenheimer & Co
New York
$811K 24,753 +151 +0.6%
GWM
20
Geneos Wealth Management
Colorado
$632K 19,287 -1,920 -9%
NB
21
NBT Bank
New York
$562K 17,161 +17,161 New
KAS
22
Kestra Advisory Services
Texas
$538K 16,420 -1,572 -9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$529K 16,128 -11,177 -41%
PWA
24
PCG Wealth Advisors
Kansas
$505K 15,415 -490 -3%
TWM
25
Trueblood Wealth Management
Ohio
$499K 15,233 +15,233 New