First Trust Dorsey Wright Focus 5 ETF
157 hedge funds and large institutions have $1.33B invested in First Trust Dorsey Wright Focus 5 ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 13 closing their positions.
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
18% more funds holding
Funds holding: 133 → 157 (+24)
7% more capital invested
Capital invested by funds: $1.24B → $1.33B (+$82.2M)
1.14% more ownership
Funds ownership: 51.73% → 52.87% (+1.1%)
4% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.06M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.55M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.13M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.96M |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.73M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.46M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.42M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.05M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$2.94M |
FV Hedge Fund Activity: Q4 2017 in Review
157 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2017, worth a combined $1.33B — up 6.6% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new FV positions and 13 closed out — a net gain of 25 holders — while 49 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.06M. The largest seller was Ameriprise, cutting an estimated $7.73M.
- 157 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2017, up from 133 in Q3 2017.
- Funds reported $1.33B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2017, up 6.6% quarter-over-quarter.
- 38 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2017 and 13 closed out, a net change of +25 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2017 was Morgan Stanley, an estimated $6.06M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2017 was Ameriprise, an estimated $7.73M sold.
Based on aggregated 13F filings for Q4 2017.