First Trust Dorsey Wright Focus 5 ETF
213 hedge funds and large institutions have $1.57B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 17 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 69
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
3% more capital invested
Capital invested by funds: $1.51B → $1.57B (+$51.1M)
1% more funds holding
Funds holding: 211 → 213 (+2)
0.8% more ownership
Funds ownership: 59.93% → 60.72% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$24M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.86M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.48M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.16M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.52M |
| 3 |
Morgan Stanley
New York
|
-$1.49M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.21M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
226
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$21K | -500 | Closed |
|
|
RIM
227
Rockbridge Investment Management
Syracuse,
New York
| – | -$10.8K | -260 | Closed |
|
|
GFP
228
Gryphon Financial Partners
Columbus,
Ohio
| – | -$8K | -200 | Closed |
|
229
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -149 | Closed |
|
|
CAL
230
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -32 | Closed |
|
FV Hedge Fund Activity: Q3 2022 in Review
213 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2022, worth a combined $1.57B — up 3.4% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FV positions and 17 closed out — a net gain of 4 holders — while 87 added to existing stakes and 69 trimmed.
The largest buyer was Prospera Financial Services, adding an estimated $24M. The largest seller was Bank of America, cutting an estimated $3.16M.
- 213 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2022, up from 211 in Q2 2022.
- Funds reported $1.57B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2022, up 3.4% quarter-over-quarter.
- 21 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2022 and 17 closed out, a net change of +4 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2022 was Prospera Financial Services, an estimated $24M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2022 was Bank of America, an estimated $3.16M sold.
Based on aggregated 13F filings for Q3 2022.