First Trust Dorsey Wright Focus 5 ETF
179 hedge funds and large institutions have $1.21B invested in First Trust Dorsey Wright Focus 5 ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 17 closing their positions.
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
7% more capital invested
Capital invested by funds: $1.13B → $1.21B (+$79.1M)
4% more funds holding
Funds holding: 172 → 179 (+7)
6% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 62
3.54% less ownership
Funds ownership: 52.91% → 49.37% (-3.5%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.57M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$6.52M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.33M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$3.02M |
| 5 |
OC
Oppenheimer & Co
New York
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$56.8M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$25M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$23.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.5M |
| 5 |
Morgan Stanley
New York
|
-$5.99M |
FV Hedge Fund Activity: Q1 2019 in Review
179 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2019, worth a combined $1.21B — up 7% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FV positions and 17 closed out — a net gain of 9 holders — while 58 added to existing stakes and 62 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $6.57M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $56.8M sold.
- 179 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2019, up from 172 in Q4 2018.
- Funds reported $1.21B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2019, up 7% quarter-over-quarter.
- 26 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2019 and 17 closed out, a net change of +9 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $6.57M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2019 was Prospera Financial Services, an estimated $56.8M sold.
Based on aggregated 13F filings for Q1 2019.