First Trust Dorsey Wright Focus 5 ETF
211 hedge funds and large institutions have $1.51B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 77 reducing their positions, and 26 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
1.18% more ownership
Funds ownership: 58.75% → 59.93% (+1.2%)
3% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 77
3% less funds holding
Funds holding: 217 → 211 (-6)
9% less capital invested
Capital invested by funds: $1.67B → $1.51B (-$156M)
19% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.4M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$27.8M |
| 3 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$9.58M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$33.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$13.4M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$2.96M |
| 4 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$2.37M |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$2.32M |
FV Hedge Fund Activity: Q2 2022 in Review
211 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2022, worth a combined $1.51B — down 9.3% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FV and 21 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 79 added.
The largest buyer was Morgan Stanley, adding an estimated $29.4M. The largest seller was Prospera Financial Services, cutting an estimated $33.5M.
- 211 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2022, down from 217 in Q1 2022.
- Funds reported $1.51B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2022, down 9.3% quarter-over-quarter.
- 21 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2022 and 26 closed out, a net change of -5 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2022 was Morgan Stanley, an estimated $29.4M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2022 was Prospera Financial Services, an estimated $33.5M sold.
Based on aggregated 13F filings for Q2 2022.