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First Trust Dorsey Wright Focus 5 ETF

93 hedge funds and large institutions have $1.53B invested in First Trust Dorsey Wright Focus 5 ETF in 2015 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 5

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

88% more capital invested

Capital invested by funds: $813M → $1.53B (+$719M)

29% more funds holding

Funds holding: 7293 (+21)

Holders
93
Holders Change
+21
Holders Change %
+29.17%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
27
Increased
59
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Concert Wealth Management
California
$1.46M +$1.01M +43,770 +84%
AIM
52
Advantage Investment Management
Iowa
$1.31M +$948K +40,968 +304%
MC
53
Moors & Cabot
Massachusetts
$1.15M +$189K +8,173 +20%
WA
54
WFG Advisors
Texas
$1.1M +$750K +32,425 +238%
KA
55
Kovack Advisors
Florida
$1.02M +$244K +10,539 +33%
AI
56
Atria Investments
North Carolina
$998K +$414K +17,881 +76%
BRWM
57
B. Riley Wealth Management
Tennessee
$997K -$136K -5,878 -12%
FAM
58
Formidable Asset Management
Ohio
$943K -$12.7K -550 -1%
UCFA
59
United Capital Financial Advisors
Texas
$942K +$693K +29,955 +288%
IP
60
Investment Partners
Ohio
$903K +$12.1K +523 +1%
LA
61
LVW Advisors
New York
$899K +$866K +37,430 New
WS
62
Wedbush Securities
California
$871K +$604K +26,095 +256%
GLA
63
Great Lakes Advisors
Illinois
$846K -$12.3K -530 -1%
AIM
64
Aspen Investment Management
Michigan
$751K +$87K +3,760 +14%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$751K +$166K +7,178 +30%
WP
66
WealthPLAN Partners
Nebraska
$527K +$509K +22,010 New
SAG
67
Sterne Agee Group
Alabama
$497K +$473K +20,445 New
SI
68
SII Investments
Wisconsin
$482K +$465K +20,115 New
BRWA
69
B. Riley Wealth Advisors
Florida
$423K +$47.7K +2,063 +13%
RIA
70
Regal Investment Advisors
Michigan
$392K +$253K +10,938 +203%
MIAN
71
Mariner Independent Advisor Network
Kansas
$351K +$28.1K +1,215 +9%
WFG
72
Wills Financial Group
Virginia
$316K +$305K +13,170 New
Millennium Management
73
Millennium Management
New York
$302K +$291K +12,587 New
SC
74
Scotia Capital
Ontario, Canada
$292K +$281K +12,155 New
PTC
75
Private Trust Company
Ohio
$259K +$250K +10,789 New

FV Hedge Fund Activity: Q1 2015 in Review

93 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2015, worth a combined $1.53B — up 88% from $813M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FV positions and 5 closed out — a net gain of 22 holders — while 59 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $178M. The largest seller was Deutsche Bank, exiting entirely with an estimated $1.73M sold.

  • 93 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2015, up from 72 in Q4 2014.
  • Funds reported $1.53B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2015, up 88% quarter-over-quarter.
  • 27 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2015 and 5 closed out, a net change of +22 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2015 was Morgan Stanley, an estimated $178M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2015 was Deutsche Bank, an estimated $1.73M sold.

Based on aggregated 13F filings for Q1 2015.