First Trust Dorsey Wright Focus 5 ETF
134 hedge funds and large institutions have $1.25B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 16 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.22% more ownership
Funds ownership: 50.54% → 51.76% (+1.2%)
2% more capital invested
Capital invested by funds: $1.22B → $1.25B (+$24.6M)
4% less funds holding
Funds holding: 139 → 134 (-5)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
34% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.93M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.81M |
| 3 |
JP Morgan Chase
New York
|
+$2.75M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.53M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$27M |
| 2 |
Morgan Stanley
New York
|
-$7.66M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.53M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.92M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$3.82M |
FV Hedge Fund Activity: Q3 2017 in Review
134 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2017, worth a combined $1.25B — up 2% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FV and 13 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 39 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $6.93M. The largest seller was Ameriprise, cutting an estimated $27M.
- 134 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2017, down from 139 in Q2 2017.
- Funds reported $1.25B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2017, up 2% quarter-over-quarter.
- 13 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2017 and 16 closed out, a net change of -3 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2017 was Cambridge Investment Research Advisors, an estimated $6.93M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2017 was Ameriprise, an estimated $27M sold.
Based on aggregated 13F filings for Q3 2017.