First Trust Dorsey Wright Focus 5 ETF
273 hedge funds and large institutions have $2.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 113 reducing their positions, and 18 closing their positions.
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
31% more capital invested
Capital invested by funds: $1.97B → $2.58B (+$609M)
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
11.22% more ownership
Funds ownership: 63.54% → 74.76% (+11%)
8% more funds holding
Funds holding: 253 → 273 (+20)
36% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$303M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.02M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.68M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.83M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$31.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$23.5M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.73M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.53M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.84M |
FV Hedge Fund Activity: Q4 2023 in Review
273 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2023, worth a combined $2.58B — up 31% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FV positions and 18 closed out — a net gain of 22 holders — while 72 added to existing stakes and 113 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $303M. The largest seller was Prospera Financial Services, cutting an estimated $31.8M.
- 273 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2023, up from 253 in Q3 2023.
- Funds reported $2.58B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 40 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2023 and 18 closed out, a net change of +22 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $303M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2023 was Prospera Financial Services, an estimated $31.8M sold.
Based on aggregated 13F filings for Q4 2023.