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First Trust Dorsey Wright Focus 5 ETF
FV

245 hedge funds and large institutions have $1.96B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 94 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

42% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 66

25% more capital invested

Capital invested by funds: $1.57B → $1.96B (+$396M)

15% more funds holding

Funds holding: 213 → 245 (+32)

2.53% more ownership

Funds ownership: 60.72% → 63.26% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
245
Holders Change
+32
Holders Change %
+15.02%
% of All Funds
3.94%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
52
Increased
94
Reduced
66
Closed
16
Calls
$410K
Puts
–
Net Calls
+$410K
Net Calls Change
-$46K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$36.1M
2
OCM
One Capital Management
California
+$29.7M
3
Morgan Stanley
Morgan Stanley
New York
+$27.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$26.7M
5
LPL Financial
LPL Financial
California
+$16.1M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$39.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$13.7M
3
MSFS
Main Street Financial Solutions
Pennsylvania
-$3.36M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.24M
5
FTUS
Flow Traders U.S.
New York
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$846K -$125K -2,682 -13%
SF
127
Synovus Financial
Georgia
$843K +$37.5K +804 +5%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$821K +$280K +6,012 +52%
CBFP
129
Cedar Brook Financial Partners
Ohio
$818K +$81.5K +1,749 +11%
SWM
130
Spire Wealth Management
Virginia
$813K +$183K +3,919 +29%
CCFM
131
Clear Creek Financial Management
Washington
$813K -$14.8K -318 -2%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$807K +$163K +3,501 +25%
AFP
133
Ausdal Financial Partners
Iowa
$795K +$83.7K +1,797 +12%
SMA
134
Sage Mountain Advisors
Georgia
$793K – – –
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$766K +$767K +16,454 New
MWM
136
MinichMacGregor Wealth Management
New York
$709K -$48.7K -1,045 -6%
BAM
137
Belpointe Asset Management
Nevada
$682K +$1.02K +22 +0.2%
AWS
138
Atria Wealth Solutions
New York
$637K +$280K +6,013 +78%
LAS
139
LWM Advisory Services
Florida
$625K -$31.1K -668 -5%
WIA
140
World Investment Advisors
California
$620K – – –
BIP
141
Blueprint Investment Partners
North Carolina
$614K +$615K +13,199 New
DFA
142
DHJJ Financial Advisors
Illinois
$584K – – –
CCB
143
Cutter & Co Brokerage
Missouri
$584K -$11.6K -249 -2%
BPFA
144
Barnes Pettey Financial Advisors
Mississippi
$579K -$132K -2,838 -19%
KA
145
Kovack Advisors
Florida
$565K -$33.6K -721 -6%
EA
146
Eudaimonia Advisors
Tennessee
$540K -$105K -2,255 -16%
LS
147
Leelyn Smith
Illinois
$540K +$541K +11,604 New
PAM
148
PVG Asset Management
Colorado
$540K +$540K +11,593 New
ATC
149
Argent Trust Co
Tennessee
$537K – – –
SIG
150
Sargent Investment Group
Maryland
$535K -$20.3K -435 -4%
4 5
6
7 8

FV Hedge Fund Activity: Q4 2022 in Review

245 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2022, worth a combined $1.96B — up 25% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FV positions and 16 closed out — a net gain of 36 holders — while 94 added to existing stakes and 66 trimmed.

The largest buyer was Wells Fargo, adding an estimated $36.1M. The largest seller was Prospera Financial Services, cutting an estimated $39.2M.

  • 245 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2022, up from 213 in Q3 2022.
  • Funds reported $1.96B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2022, up 25% quarter-over-quarter.
  • 52 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2022 and 16 closed out, a net change of +36 holders.
  • The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2022 was Wells Fargo, an estimated $36.1M added.
  • The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2022 was Prospera Financial Services, an estimated $39.2M sold.

Based on aggregated 13F filings for Q4 2022.