First Trust Dorsey Wright Focus 5 ETF
179 hedge funds and large institutions have $1.39B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 21 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
30% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 53
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
15% more capital invested
Capital invested by funds: $1.21B → $1.39B (+$178M)
6.39% more ownership
Funds ownership: 49.37% → 55.76% (+6.4%)
0% more funds holding
Funds holding: 179 → 179 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$120M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$16M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$15.8M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$12.3M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.75M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.92M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.29M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.58M |
FV Hedge Fund Activity: Q2 2019 in Review
179 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2019, worth a combined $1.39B — up 15% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FV positions and 21 closed out — a net gain of 4 holders — while 69 added to existing stakes and 53 trimmed.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $120M. The largest seller was UBS Group, cutting an estimated $7.75M.
- 179 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $1.39B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2019, up 15% quarter-over-quarter.
- 25 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2019 and 21 closed out, a net change of +4 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2019 was Prospera Financial Services, an estimated $120M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2019 was UBS Group, an estimated $7.75M sold.
Based on aggregated 13F filings for Q2 2019.