First Trust Dorsey Wright Focus 5 ETF
173 hedge funds and large institutions have $1.11B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 83 reducing their positions, and 22 closing their positions.
26% more capital invested
Capital invested by funds: $879M → $1.11B (+$227M)
0.75% more ownership
Funds ownership: 55.84% → 56.59% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
1% less funds holding
Funds holding: 175 → 173 (-2)
49% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.7M |
| 2 |
Morgan Stanley
New York
|
+$12.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.47M |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$5.39M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.32M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$5.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.63M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.15M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.05M |
FV Hedge Fund Activity: Q2 2020 in Review
173 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2020, worth a combined $1.11B — up 26% from $879M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of FV and 21 opened new positions — a net loss of 1 holder — while 83 trimmed existing stakes and 42 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $19.7M. The largest seller was Wells Fargo, cutting an estimated $9.32M.
- 173 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2020, down from 175 in Q1 2020.
- Funds reported $1.11B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2020, up 26% quarter-over-quarter.
- 21 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2020 and 22 closed out, a net change of -1 holder.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $19.7M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2020 was Wells Fargo, an estimated $9.32M sold.
Based on aggregated 13F filings for Q2 2020.