First Trust Dorsey Wright Focus 5 ETF
165 hedge funds and large institutions have $1.54B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 16 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
26% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 50
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
8% more capital invested
Capital invested by funds: $1.42B → $1.54B (+$117M)
1% more funds holding
Funds holding: 163 → 165 (+2)
0.19% less ownership
Funds ownership: 53.48% → 53.29% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$25M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$9.47M |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$6.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.68M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$44.6M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$4.36M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.79M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.43M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$1.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -250 | Closed |
|
|
IWP
177
Icon Wealth Partners
Houston,
Texas
| – | -$5K | -169 | Closed |
|
|
BCI
178
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$1K | -45 | Closed |
|
179
Fidelity Investments
Boston,
Massachusetts
| – | +$92 | +3 | New |
|
FV Hedge Fund Activity: Q3 2018 in Review
165 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2018, worth a combined $1.54B — up 8.2% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FV positions and 16 closed out — a net gain of 2 holders — while 63 added to existing stakes and 50 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $25M. The largest seller was Prospera Financial Services, cutting an estimated $44.6M.
- 165 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2018, up from 163 in Q2 2018.
- Funds reported $1.54B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
- 18 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2018 and 16 closed out, a net change of +2 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2018 was Cambridge Investment Research Advisors, an estimated $25M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2018 was Prospera Financial Services, an estimated $44.6M sold.
Based on aggregated 13F filings for Q3 2018.