FVC icon

First Trust Dorsey Wright Dynamic Focus 5 ETF

51 hedge funds and large institutions have $98.6M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
-7
Holders Change %
-12.07%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.3M 661,827 -7,094 -1%
PFS
2
Prospera Financial Services
Texas
$12.8M 362,060 -35,016 -9%
LPL Financial
3
LPL Financial
California
$11.2M 318,600 +43,773 +16%
UBS Group
4
UBS Group
Switzerland
$9M 255,200 -14,831 -5%
Wells Fargo
5
Wells Fargo
California
$7.28M 206,554 -14,892 -7%
Bank of America
6
Bank of America
North Carolina
$6.42M 181,992 -18,416 -9%
TWC
7
TD Waterhouse Canada
Ontario, Canada
$3.28M 93,860 -828 -0.9%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$2.62M 74,301 -33,507 -31%
RJA
9
Raymond James & Associates
Florida
$2.57M 72,757 -4,805 -6%
PAG
10
Private Advisor Group
New Jersey
$2.32M 65,912 -12,484 -16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.62M 45,804 -5,715 -11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.57M 44,600 +214 +0.5%
Mariner
13
Mariner
Kansas
$1.3M 36,939 -1,486 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.26M 35,862 +8,589 +31%
KAS
15
Kestra Advisory Services
Texas
$1.16M 33,025 +9,846 +42%
AI
16
Atria Investments
North Carolina
$1.05M 29,752 +29,752 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1M 28,375 -793 -3%
OIA
18
OneDigital Investment Advisors
Kansas
$898K 25,462 -174 -0.7%
OC
19
Oppenheimer & Co
New York
$837K 23,751 -735 -3%
GWM
20
Geneos Wealth Management
Colorado
$647K 18,347 -140 -0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$639K 18,135 -4,087 -18%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$570K 16,172 -1,913 -11%
NB
23
NBT Bank
New York
$544K 15,445 -822 -5%
PWA
24
PCG Wealth Advisors
Kansas
$537K 15,220 -195 -1%
TWM
25
Trueblood Wealth Management
Ohio
$533K 15,122