First Trust Dorsey Wright Focus 5 ETF
128 hedge funds and large institutions have $1.12B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 62 reducing their positions, and 16 closing their positions.
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
1% more funds holding
Funds holding: 127 → 128 (+1)
6.45% less ownership
Funds ownership: 47.08% → 40.63% (-6.4%)
10% less capital invested
Capital invested by funds: $1.25B → $1.12B (-$130M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
48% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.93M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$3.2M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.57M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.15M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.5M |
| 3 |
TF
Tompkins Financial
Ithaca,
New York
|
-$13.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$9.48M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.88M |
FV Hedge Fund Activity: Q1 2017 in Review
128 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2017, worth a combined $1.12B — down 10% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FV positions and 16 closed out — a net gain of 3 holders — while 32 added to existing stakes and 62 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $3.93M. The largest seller was Morgan Stanley, cutting an estimated $25.4M.
- 128 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2017, up from 127 in Q4 2016.
- Funds reported $1.12B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2017, down 10% quarter-over-quarter.
- 19 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2017 and 16 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2017 was Citadel Advisors, an estimated $3.93M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2017 was Morgan Stanley, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2017.