First Trust Dorsey Wright Focus 5 ETF
127 hedge funds and large institutions have $1.25B invested in First Trust Dorsey Wright Focus 5 ETF in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 64 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
47.08% more ownership
Funds ownership: 0% → 47.08% (+47%)
5% more funds holding
Funds holding: 121 → 127 (+6)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
14% less capital invested
Capital invested by funds: $1.45B → $1.25B (-$205M)
58% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.55M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$3.9M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.69M |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$1.78M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$72.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$26.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$25.9M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$19.3M |
FV Hedge Fund Activity: Q4 2016 in Review
127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2016, worth a combined $1.25B — down 14% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FV positions and 15 closed out — a net gain of 8 holders — while 27 added to existing stakes and 64 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $5.55M. The largest seller was Morgan Stanley, cutting an estimated $72.9M.
- 127 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2016, up from 121 in Q3 2016.
- Funds reported $1.25B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2016, down 14% quarter-over-quarter.
- 23 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2016 and 15 closed out, a net change of +8 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2016 was Susquehanna International Group, an estimated $5.55M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2016 was Morgan Stanley, an estimated $72.9M sold.
Based on aggregated 13F filings for Q4 2016.