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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.

New
Increased
Maintained
Reduced
Closed

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: 1012 (+2)

11.22% more ownership

Funds ownership: 63.54%74.76% (+11%)

8% more funds holding

Funds holding: 253273 (+20)

36% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 113

Holders
273
Holders Change
+20
Holders Change %
+7.91%
% of All Funds
3.98%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
40
Increased
72
Reduced
113
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
51
Daymark Wealth Partners
Ohio
$4.96M +$796K +17,230 +22%
PIS
52
POM Investment Strategies
North Carolina
$4.77M +$4.28M +92,623 New
DWMG
53
DB Wealth Management Group
California
$4.66M -$1.86M -40,203 -31%
Comerica Bank
54
Comerica Bank
Texas
$4.62M +$59.1K +1,279 +1%
CA
55
Claro Advisors
Massachusetts
$4.26M -$168K -3,637 -4%
UL
56
Unionview LLC
Washington
$4.26M +$3.74K +81 +0.1%
PI
57
PFG Investments
New York
$4.11M -$2.39M -51,696 -39%
GWM
58
Geneos Wealth Management
Colorado
$4.07M -$1.91M -41,445 -34%
SFI
59
SPC Financial Inc
Maryland
$4M +$434K +9,400 +14%
KAS
60
Kestra Advisory Services
Texas
$3.94M -$882K -19,088 -20%
VA
61
Valmark Advisers
Ohio
$3.84M +$82.8K +1,792 +2%
SPC
62
Sigma Planning Corp
Michigan
$3.77M -$1.99M -43,124 -37%
FTS
63
Fifth Third Securities
Ohio
$3.61M -$113K -2,457 -3%
MWM
64
Meridian Wealth Management
Kentucky
$3.35M +$53.4K +1,157 +2%
Creative Planning
65
Creative Planning
Kansas
$3.32M -$177K -3,830 -6%
Mariner
66
Mariner
Kansas
$2.88M -$2.16M -46,718 -46%
AWS
67
Atria Wealth Solutions
New York
$2.88M +$321K +6,960 +14%
FHC
68
First Heartland Consultants
Missouri
$2.85M
CCA
69
Cottonwood Capital Advisors
Utah
$2.85M -$38.2K -828 -1%
AWA
70
Arkadios Wealth Advisors
Georgia
$2.83M -$404K -8,752 -14%
CFGS
71
Concourse Financial Group Securities
Alabama
$2.73M +$467K +10,120 +24%
OIA
72
OneDigital Investment Advisors
Kansas
$2.58M -$48.3K -1,045 -2%
EWM
73
Endowment Wealth Management
Wisconsin
$2.57M +$77.6K +1,680 +3%
MWA
74
Muirfield Wealth Advisors
North Carolina
$2.55M +$2.28M +49,472 New
KPWS
75
Kestra Private Wealth Services
Texas
$2.41M -$789K -17,084 -27%

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.