First Trust Dorsey Wright Focus 5 ETF
244 hedge funds and large institutions have $1.87B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 22 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 76
23% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 22
0.06% more ownership
Funds ownership: 63.26% → 63.32% (+0.06%)
0% less funds holding
Funds holding: 245 → 244 (-1)
5% less capital invested
Capital invested by funds: $1.96B → $1.87B (-$88.8M)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$29.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$16.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.7M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$9.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$7.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.91M |
| 3 |
Morgan Stanley
New York
|
-$4.19M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$3.05M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.7M |
FV Hedge Fund Activity: Q1 2023 in Review
244 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2023, worth a combined $1.87B — down 4.5% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FV positions and 22 closed out — a net gain of 5 holders — while 105 added to existing stakes and 76 trimmed.
The largest buyer was Wells Fargo, adding an estimated $29.9M. The largest seller was Prospera Financial Services, cutting an estimated $7.1M.
- 244 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2023, down from 245 in Q4 2022.
- Funds reported $1.87B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2023, down 4.5% quarter-over-quarter.
- 27 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2023 and 22 closed out, a net change of +5 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2023 was Wells Fargo, an estimated $29.9M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2023 was Prospera Financial Services, an estimated $7.1M sold.
Based on aggregated 13F filings for Q1 2023.