First Trust Dorsey Wright Focus 5 ETF
172 hedge funds and large institutions have $1.13B invested in First Trust Dorsey Wright Focus 5 ETF in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 66 reducing their positions, and 23 closing their positions.
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
5% more funds holding
Funds holding: 164 → 172 (+8)
0.28% less ownership
Funds ownership: 53.3% → 53.02% (-0.28%)
26% less capital invested
Capital invested by funds: $1.54B → $1.13B (-$405M)
39% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.77M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$4.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.64M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.44M |
| 5 |
VF
Virtu Financial
New York
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$29.9M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$20.8M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$18.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$17.7M |
FV Hedge Fund Activity: Q4 2018 in Review
172 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2018, worth a combined $1.13B — down 26% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FV positions and 23 closed out — a net gain of 10 holders — while 40 added to existing stakes and 66 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.77M. The largest seller was Morgan Stanley, cutting an estimated $30.4M.
- 172 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2018, up from 164 in Q3 2018.
- Funds reported $1.13B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 33 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2018 and 23 closed out, a net change of +10 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $4.77M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2018 was Morgan Stanley, an estimated $30.4M sold.
Based on aggregated 13F filings for Q4 2018.