First Trust Dorsey Wright Focus 5 ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$36.1M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
+$29.7M |
| 3 |
Morgan Stanley
New York
|
+$27.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$26.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$39.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13.7M |
| 3 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$3.36M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$2.24M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.91M |
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.