First Trust Dorsey Wright Focus 5 ETF
169 hedge funds and large institutions have $1.44B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 64 reducing their positions, and 17 closing their positions.
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $1.33B → $1.44B (+$112M)
8% more funds holding
Funds holding: 157 → 169 (+12)
2.04% more ownership
Funds ownership: 52.87% → 54.91% (+2%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
30% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$22.7M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$21.6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.4M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.2M |
| 5 |
Morgan Stanley
New York
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$13.8M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$4.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2M |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$1.39M |
| 5 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$1.36M |
FV Hedge Fund Activity: Q1 2018 in Review
169 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2018, worth a combined $1.44B — up 8.4% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FV positions and 17 closed out — a net gain of 14 holders — while 45 added to existing stakes and 64 trimmed.
The largest buyer was UBS Group, adding an estimated $22.7M. The largest seller was Wells Fargo, cutting an estimated $13.8M.
- 169 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2018, up from 157 in Q4 2017.
- Funds reported $1.44B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2018, up 8.4% quarter-over-quarter.
- 31 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2018 and 17 closed out, a net change of +14 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2018 was UBS Group, an estimated $22.7M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2018 was Wells Fargo, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2018.