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First Trust Dorsey Wright Dynamic Focus 5 ETF

58 hedge funds and large institutions have $102M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.1M 668,921 -768,513 -53%
PFS
2
Prospera Financial Services
Texas
$13.7M 397,076 -23,250 -6%
LPL Financial
3
LPL Financial
California
$9.48M 274,827 -92,151 -25%
UBS Group
4
UBS Group
Switzerland
$9.32M 270,031 -25,628 -9%
Wells Fargo
5
Wells Fargo
California
$7.64M 221,446 -3,050 -1%
Bank of America
6
Bank of America
North Carolina
$6.92M 200,408 +2,862 +1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$3.72M 107,808 -48,249 -31%
TWC
8
TD Waterhouse Canada
Ontario, Canada
$3.4M 94,688 +9,568 +11%
PAG
9
Private Advisor Group
New Jersey
$2.71M 78,396 -12,982 -14%
RJA
10
Raymond James & Associates
Florida
$2.68M 77,562 -1,735 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.78M 51,519 -9,241 -15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.53M 44,386 -1,431 -3%
Mariner
13
Mariner
Kansas
$1.33M 38,425 -101,101 -72%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.01M 29,168 -729 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$941K 27,273 -15,441 -36%
OIA
16
OneDigital Investment Advisors
Kansas
$885K 25,636 -3,249 -11%
OC
17
Oppenheimer & Co
New York
$845K 24,486 -267 -1%
KAS
18
Kestra Advisory Services
Texas
$800K 23,179 +6,759 +41%
Citadel Advisors
19
Citadel Advisors
Florida
$781K 22,641 +22,641 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$767K 22,222 -19,141 -46%
GWM
21
Geneos Wealth Management
Colorado
$638K 18,487 -800 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$624K 18,085 +1,957 +12%
NB
23
NBT Bank
New York
$561K 16,267 -894 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$532K 15,417 +916 +6%
PWA
25
PCG Wealth Advisors
Kansas
$532K 15,415