First Trust Dorsey Wright Focus 5 ETF
138 hedge funds and large institutions have $1.22B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 57 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
9.88% more ownership
Funds ownership: 40.63% → 50.51% (+9.9%)
9% more capital invested
Capital invested by funds: $1.12B → $1.22B (+$102M)
8% more funds holding
Funds holding: 128 → 138 (+10)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
32% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$76M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$24.4M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$9.89M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.92M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$19.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.31M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.19M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.1M |
FV Hedge Fund Activity: Q2 2017 in Review
138 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2017, worth a combined $1.22B — up 9.1% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FV positions and 9 closed out — a net gain of 12 holders — while 39 added to existing stakes and 57 trimmed.
The largest buyer was LPL Financial, adding an estimated $76M. The largest seller was Morgan Stanley, cutting an estimated $28.4M.
- 138 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2017, up from 128 in Q1 2017.
- Funds reported $1.22B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2017, up 9.1% quarter-over-quarter.
- 21 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2017 and 9 closed out, a net change of +12 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2017 was LPL Financial, an estimated $76M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2017 was Morgan Stanley, an estimated $28.4M sold.
Based on aggregated 13F filings for Q2 2017.