First Trust Dorsey Wright Focus 5 ETF
72 hedge funds and large institutions have $758M invested in First Trust Dorsey Wright Focus 5 ETF in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 4 reducing their positions, and 2 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 2
975% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 4
136% more capital invested
Capital invested by funds: $321M → $758M (+$437M)
41% more funds holding
Funds holding: 51 → 72 (+21)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$158M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$75.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$24.5M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$11.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.46M |
| 2 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$699K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$583K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$486K |
| 5 |
NES
New England Securities
New York
|
-$133K |
FV Hedge Fund Activity: Q4 2014 in Review
72 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2014, worth a combined $758M — up 136% from $321M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FV positions and 2 closed out — a net gain of 22 holders — while 43 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $158M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $5.46M sold.
- 72 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2014, up from 51 in Q3 2014.
- Funds reported $758M of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2014, up 136% quarter-over-quarter.
- 24 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2014 and 2 closed out, a net change of +22 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2014 was Morgan Stanley, an estimated $158M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2014 was Cambridge Investment Research Advisors, an estimated $5.46M sold.
Based on aggregated 13F filings for Q4 2014.