First Trust Dorsey Wright Focus 5 ETF
162 hedge funds and large institutions have $1.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 17 closing their positions.
2% less capital invested
Capital invested by funds: $1.44B → $1.42B (-$21.8M)
1.51% less ownership
Funds ownership: 54.91% → 53.4% (-1.5%)
4% less funds holding
Funds holding: 169 → 162 (-7)
18% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 17
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
22% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$16.3M |
| 2 |
Morgan Stanley
New York
|
+$7.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.09M |
| 4 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$2.74M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$23.4M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$23.2M |
| 3 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$14.8M |
| 4 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$6.55M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.37M |
FV Hedge Fund Activity: Q2 2018 in Review
162 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2018, worth a combined $1.42B — down 1.5% from $1.44B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FV and 14 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 50 added.
The largest buyer was Allworth Financial, opening a new position worth an estimated $16.3M. The largest seller was BB&T Securities, cutting an estimated $23.4M.
- 162 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2018, down from 169 in Q1 2018.
- Funds reported $1.42B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2018, down 1.5% quarter-over-quarter.
- 14 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2018 and 17 closed out, a net change of -3 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2018 was Allworth Financial, an estimated $16.3M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2018 was BB&T Securities, an estimated $23.4M sold.
Based on aggregated 13F filings for Q2 2018.