First Trust Dorsey Wright Focus 5 ETF
309 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 107 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
5% more funds holding
Funds holding: 293 → 309 (+16)
1.16% more ownership
Funds ownership: 63.58% → 64.74% (+1.2%)
2% more capital invested
Capital invested by funds: $2.38B → $2.42B (+$38.7M)
2% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$27.1M |
| 2 |
Morgan Stanley
New York
|
+$11.5M |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
+$3.41M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.66M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.9M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$9.48M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.94M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.23M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.09M |
FV Hedge Fund Activity: Q3 2024 in Review
309 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2024, worth a combined $2.42B — up 1.6% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FV positions and 15 closed out — a net gain of 20 holders — while 105 added to existing stakes and 107 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $27.1M. The largest seller was UBS Group, cutting an estimated $11.9M.
- 309 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2024, up from 293 in Q2 2024.
- Funds reported $2.42B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2024, up 1.6% quarter-over-quarter.
- 35 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2024 and 15 closed out, a net change of +20 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $27.1M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2024 was UBS Group, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2024.