First Trust Dorsey Wright Focus 5 ETF
127 hedge funds and large institutions have $1.46B invested in First Trust Dorsey Wright Focus 5 ETF in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 59 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
1% more funds holding
Funds holding: 126 → 127 (+1)
22% less capital invested
Capital invested by funds: $1.88B → $1.46B (-$419M)
37% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
High Falls Advisors
Rochester,
New York
|
+$23.1M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$15.8M |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$6.45M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$5.08M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$314M |
| 2 |
Morgan Stanley
New York
|
-$60.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$33.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$32.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$16.2M |
FV Hedge Fund Activity: Q2 2016 in Review
127 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2016, worth a combined $1.46B — down 22% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FV positions and 17 closed out — a net gain of 3 holders — while 37 added to existing stakes and 59 trimmed.
The largest buyer was High Falls Advisors, opening a new position worth an estimated $23.1M. The largest seller was LPL Financial, cutting an estimated $314M.
- 127 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2016, up from 126 in Q1 2016.
- Funds reported $1.46B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2016, down 22% quarter-over-quarter.
- 20 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2016 and 17 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2016 was High Falls Advisors, an estimated $23.1M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2016 was LPL Financial, an estimated $314M sold.
Based on aggregated 13F filings for Q2 2016.