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First Trust Dorsey Wright Dynamic Focus 5 ETF

53 hedge funds and large institutions have $82.5M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFS
1
Prospera Financial Services
Texas
$11.8M 323,473 -4,044 -1%
LPL Financial
2
LPL Financial
California
$10.8M 296,664 -13,883 -4%
Morgan Stanley
3
Morgan Stanley
New York
$9.99M 273,282 -365,400 -57%
UBS Group
4
UBS Group
Switzerland
$7.92M 216,583 -24,018 -10%
Wells Fargo
5
Wells Fargo
California
$7.07M 193,355 -7,096 -4%
Bank of America
6
Bank of America
North Carolina
$6.05M 165,500 -9,945 -6%
TWC
7
TD Waterhouse Canada
Ontario, Canada
$4.86M 133,698 -3,151 -2%
Raymond James Financial
8
Raymond James Financial
Florida
$3.95M 108,120 +108,120 New
PAG
9
Private Advisor Group
New Jersey
$1.83M 50,058 -6,077 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.33M 36,464 -723 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.22M 33,433 +14,575 +77%
Mariner
12
Mariner
Kansas
$1.2M 32,856 -2,596 -7%
KAS
13
Kestra Advisory Services
Texas
$1.16M 31,800 +14,870 +88%
GRP
14
Global Retirement Partners
California
$1.1M 30,197 +29,987 +14,280%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$998K 27,315 -998 -4%
AI
16
Atria Investments
North Carolina
$975K 26,670 -1,880 -7%
OIA
17
OneDigital Investment Advisors
Kansas
$926K 25,334 -138 -0.5%
OC
18
Oppenheimer & Co
New York
$791K 21,645 +245 +1%
HIS
19
Harvest Investment Services
Illinois
$721K 19,734 +19,734 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$598K 16,352 -1,093 -6%
TWM
21
Trueblood Wealth Management
Ohio
$553K 15,122
PWA
22
PCG Wealth Advisors
Kansas
$551K 15,065 -68 -0.4%
GWM
23
Geneos Wealth Management
Colorado
$500K 13,688 -920 -6%
NB
24
NBT Bank
New York
$497K 13,607 -1,020 -7%
WEG
25
World Equity Group
Illinois
$489K 13,385 -70 -0.5%