First Trust Dorsey Wright Focus 5 ETF
133 hedge funds and large institutions have $2.81B invested in First Trust Dorsey Wright Focus 5 ETF in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 15 closing their positions.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
41% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 39
25% more capital invested
Capital invested by funds: $2.25B → $2.81B (+$561M)
12% more funds holding
Funds holding: 119 → 133 (+14)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $218K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$217M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$50.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$35.7M |
| 5 |
SMA
Simply Money Advisors
Cincinnati,
Ohio
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$69.5M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$20.2M |
| 3 |
Jane Street
New York
|
-$9.48M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
-$7.95M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.97M |
FV Hedge Fund Activity: Q4 2015 in Review
133 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2015, worth a combined $2.81B — up 25% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FV positions and 15 closed out — a net gain of 15 holders — while 55 added to existing stakes and 39 trimmed.
The largest buyer was LPL Financial, adding an estimated $217M. The largest seller was Goldman Sachs, cutting an estimated $69.5M.
- 133 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2015, up from 119 in Q3 2015.
- Funds reported $2.81B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2015, up 25% quarter-over-quarter.
- 30 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2015 and 15 closed out, a net change of +15 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2015 was LPL Financial, an estimated $217M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2015 was Goldman Sachs, an estimated $69.5M sold.
Based on aggregated 13F filings for Q4 2015.