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First Trust Dorsey Wright Dynamic Focus 5 ETF

54 hedge funds and large institutions have $78M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$12.4M +$4.73M +133,233 +62%
PFS
2
Prospera Financial Services
Texas
$11.7M +$421K +11,855 +4%
Morgan Stanley
3
Morgan Stanley
New York
$9.07M -$157K -4,426 -2%
LPL Financial
4
LPL Financial
California
$8.12M -$323K -9,096 -4%
Wells Fargo
5
Wells Fargo
California
$7.34M +$499K +14,036 +7%
Bank of America
6
Bank of America
North Carolina
$5.58M -$28.6K -806 -0.5%
UBS Group
7
UBS Group
Switzerland
$4.7M -$2.46M -69,231 -34%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.71M +$740K +20,835 +77%
PAG
9
Private Advisor Group
New Jersey
$1.63M -$8.81K -248 -0.5%
GWM
10
Geneos Wealth Management
Colorado
$1.14M -$501K -14,103 -30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.08M -$40.1K -1,129 -4%
GRP
12
Global Retirement Partners
California
$1.04M +$1.04M +29,401 New
KAS
13
Kestra Advisory Services
Texas
$964K +$283K +7,971 +42%
Mariner
14
Mariner
Kansas
$877K -$205K -5,777 -19%
OC
15
Oppenheimer & Co
New York
$762K -$1.46K -41 -0.2%
WEG
16
World Equity Group
Illinois
$746K +$78.6K +2,212 +12%
HIS
17
Harvest Investment Services
Illinois
$702K +$1.17K +33 +0.2%
AI
18
Atria Investments
North Carolina
$699K -$173K -4,866 -20%
OIA
19
OneDigital Investment Advisors
Kansas
$652K +$46.5K +1,308 +8%
TWM
20
Trueblood Wealth Management
Ohio
$589K +$51.8K +1,458 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$566K -$45.6K -1,283 -7%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$554K -$4.15M -116,838 -88%
PWA
23
PCG Wealth Advisors
Kansas
$535K
Osaic Holdings
24
Osaic Holdings
Arizona
$443K -$203K -5,648 -31%
NB
25
NBT Bank
New York
$432K