First Trust Dorsey Wright Focus 5 ETF
217 hedge funds and large institutions have $1.67B invested in First Trust Dorsey Wright Focus 5 ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 76 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
2% more funds holding
Funds holding: 212 → 217 (+5)
0.91% less ownership
Funds ownership: 59.66% → 58.75% (-0.91%)
1% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 76
4% less capital invested
Capital invested by funds: $1.74B → $1.67B (-$65.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$26.8M |
| 2 |
Morgan Stanley
New York
|
+$17.8M |
| 3 |
MFS
Madrona Financial Services
Everett,
Washington
|
+$8.48M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.39M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$30.3M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$26.5M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$13.7M |
| 4 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$8.87M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.5M |
FV Hedge Fund Activity: Q1 2022 in Review
217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2022, worth a combined $1.67B — down 3.8% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FV positions and 13 closed out — a net gain of 8 holders — while 75 added to existing stakes and 76 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $26.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $30.3M.
- 217 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2022, up from 212 in Q4 2021.
- Funds reported $1.67B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
- 21 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2022 and 13 closed out, a net change of +8 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $26.8M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2022 was Raymond James Financial Services Advisors, an estimated $30.3M sold.
Based on aggregated 13F filings for Q1 2022.