First Trust Dorsey Wright Focus 5 ETF
191 hedge funds and large institutions have $1.58B invested in First Trust Dorsey Wright Focus 5 ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
8% more capital invested
Capital invested by funds: $1.46B → $1.58B (+$118M)
0.41% more ownership
Funds ownership: 56.9% → 57.3% (+0.41%)
3% less funds holding
Funds holding: 197 → 191 (-6)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
31% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$15.9M |
| 2 |
Morgan Stanley
New York
|
+$14.5M |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$6.97M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
-$23.8M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$7.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.25M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.06M |
| 5 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
-$1.3M |
FV Hedge Fund Activity: Q2 2021 in Review
191 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q2 2021, worth a combined $1.58B — up 8.1% from $1.46B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of FV and 13 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 52 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $15.9M. The largest seller was Strid Group, cutting an estimated $23.8M.
- 191 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q2 2021, down from 197 in Q1 2021.
- Funds reported $1.58B of First Trust Dorsey Wright Focus 5 ETF stock for Q2 2021, up 8.1% quarter-over-quarter.
- 13 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q2 2021 and 16 closed out, a net change of -3 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q2 2021 was Commonwealth Equity Services, an estimated $15.9M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q2 2021 was Strid Group, an estimated $23.8M sold.
Based on aggregated 13F filings for Q2 2021.