First Trust Dorsey Wright Focus 5 ETF
173 hedge funds and large institutions have $1.32B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 19 closing their positions.
0.22% more ownership
Funds ownership: 55.76% → 55.98% (+0.22%)
3% less funds holding
Funds holding: 179 → 173 (-6)
5% less capital invested
Capital invested by funds: $1.39B → $1.32B (-$69.8M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
31% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 75
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.4M |
| 2 |
TLP
Trinity Legacy Partners
Houston,
Texas
|
+$4.44M |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$2.56M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.25M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$19.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.54M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.54M |
| 4 |
Morgan Stanley
New York
|
-$3.55M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.26M |
FV Hedge Fund Activity: Q3 2019 in Review
173 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2019, worth a combined $1.32B — down 5% from $1.39B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of FV and 13 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 52 added.
The largest buyer was Bank of America, adding an estimated $10.4M. The largest seller was Western Wealth Management, cutting an estimated $19.3M.
- 173 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2019, down from 179 in Q2 2019.
- Funds reported $1.32B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2019, down 5% quarter-over-quarter.
- 13 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2019 and 19 closed out, a net change of -6 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2019 was Bank of America, an estimated $10.4M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2019 was Western Wealth Management, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2019.