First Trust Dorsey Wright Focus 5 ETF
197 hedge funds and large institutions have $1.46B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
9% more capital invested
Capital invested by funds: $1.34B → $1.46B (+$120M)
1% more funds holding
Funds holding: 196 → 197 (+1)
0.18% more ownership
Funds ownership: 56.72% → 56.9% (+0.18%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
20% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.81M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.02M |
| 3 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$2.99M |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
+$1.56M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.95M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$4.67M |
| 4 |
JP Morgan Chase
New York
|
-$3.28M |
| 5 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$2.71M |
FV Hedge Fund Activity: Q1 2021 in Review
197 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2021, worth a combined $1.46B — up 8.9% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FV positions and 14 closed out — a net gain of 3 holders — while 59 added to existing stakes and 74 trimmed.
The largest buyer was Bank of America, adding an estimated $5.81M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.
- 197 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2021, up from 196 in Q4 2020.
- Funds reported $1.46B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2021, up 8.9% quarter-over-quarter.
- 17 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2021 and 14 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2021 was Bank of America, an estimated $5.81M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2021 was Morgan Stanley, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2021.