First Trust Dorsey Wright Focus 5 ETF
212 hedge funds and large institutions have $1.74B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 11 closing their positions.
227% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 11
12% more capital invested
Capital invested by funds: $1.55B → $1.74B (+$182M)
12% more funds holding
Funds holding: 190 → 212 (+22)
2.07% more ownership
Funds ownership: 57.59% → 59.66% (+2.1%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
15% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.5M |
| 2 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$8.98M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$7.09M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.63M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$14.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.88M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.86M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.77M |
FV Hedge Fund Activity: Q4 2021 in Review
212 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2021, worth a combined $1.74B — up 12% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FV positions and 11 closed out — a net gain of 25 holders — while 63 added to existing stakes and 74 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $14.5M.
- 212 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2021, up from 190 in Q3 2021.
- Funds reported $1.74B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2021, up 12% quarter-over-quarter.
- 36 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2021 and 11 closed out, a net change of +25 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2021 was Morgan Stanley, an estimated $22.5M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2021 was Cambridge Investment Research Advisors, an estimated $14.5M sold.
Based on aggregated 13F filings for Q4 2021.