We are live on ! Find out more
FV icon

First Trust Dorsey Wright Focus 5 ETF

217 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

2% more funds holding

Funds holding: 212217 (+5)

0.91% less ownership

Funds ownership: 59.66%58.75% (-0.91%)

1% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 76

4% less capital invested

Capital invested by funds: $1.74B → $1.67B (-$65.2M)

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
3.42%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
21
Increased
75
Reduced
76
Closed
13
Calls
$215K
Puts
Net Calls
+$215K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
101
Trustmark National Bank Trust Department
Mississippi
$963K -$5.84K -123 -0.6%
BFA
102
Beacon Financial Advisory
Ohio
$948K -$20.5K -432 -2%
IA
103
IFG Advisory
Georgia
$939K -$68.7K -1,447 -7%
CIAS
104
Capital Investment Advisory Services
North Carolina
$936K -$54.9K -1,155 -6%
BA
105
Ballew Advisors
Mississippi
$915K -$50.2K -1,057 -5%
CCFM
106
Clear Creek Financial Management
Washington
$915K -$7.22K -152 -0.8%
UL
107
Unionview LLC
Washington
$876K +$10.8K +227 +1%
BPA
108
Beacon Pointe Advisors
California
$869K +$102K +2,151 +13%
LNC
109
Lincoln National Corp
Pennsylvania
$826K +$227K +4,780 +38%
SMA
110
Sage Mountain Advisors
Georgia
$812K
DC
111
Davenport & Co
Virginia
$793K -$26.7K -563 -3%
MWM
112
MinichMacGregor Wealth Management
New York
$775K
CBFP
113
Cedar Brook Financial Partners
Ohio
$751K +$475 +10 +0.1%
BPFA
114
Barnes Pettey Financial Advisors
Mississippi
$723K +$2.38K +50 +0.3%
WIA
115
World Investment Advisors
California
$710K
EA
116
Eudaimonia Advisors
Tennessee
$681K -$19.2K -404 -3%
DFA
117
DHJJ Financial Advisors
Illinois
$646K -$13K -273 -2%
CCB
118
Cutter & Co Brokerage
Missouri
$630K -$3.71K -78 -0.6%
SIG
119
Sargent Investment Group
Maryland
$616K -$238 -5 -0%
FAIM
120
Financial Advocates Investment Management
Washington
$614K -$103K -2,165 -14%
CAAS
121
Capital Asset Advisory Services
Michigan
$578K -$128K -2,700 -18%
BAM
122
Belpointe Asset Management
Nevada
$570K +$380 +8 +0.1%
HIP
123
HUB Investment Partners
Texas
$507K -$3.8K -80 -0.7%
3F
124
360 Financial
Minnesota
$494K -$249K -5,252 -34%
HWA
125
HCR Wealth Advisors
California
$488K -$23.8K -500 -5%

FV Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2022, worth a combined $1.67B — down 3.8% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FV positions and 13 closed out — a net gain of 8 holders — while 75 added to existing stakes and 76 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $26.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $30.3M.

  • 217 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2022, up from 212 in Q4 2021.
  • Funds reported $1.67B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 21 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2022 and 13 closed out, a net change of +8 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $26.8M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $30.3M sold.

Based on aggregated 13F filings for Q1 2022.