First Trust Dorsey Wright Focus 5 ETF
253 hedge funds and large institutions have $1.97B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 86 increasing their positions, 102 reducing their positions, and 18 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0.43% more ownership
Funds ownership: 63.11% → 63.54% (+0.43%)
1% less funds holding
Funds holding: 255 → 253 (-2)
7% less capital invested
Capital invested by funds: $2.11B → $1.97B (-$145M)
16% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 102
Top Buyers
Top Sellers
FV Hedge Fund Activity: Q3 2023 in Review
253 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2023, worth a combined $1.97B — down 6.9% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FV positions and 18 closed out — a net gain of 1 holder — while 86 added to existing stakes and 102 trimmed.
The largest buyer was MinichMacGregor Wealth Management, adding an estimated $10.8M. The largest seller was Morgan Stanley, cutting an estimated $46.7M.
- 253 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2023, down from 255 in Q2 2023.
- Funds reported $1.97B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2023, down 6.9% quarter-over-quarter.
- 19 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2023 and 18 closed out, a net change of +1 holder.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2023 was MinichMacGregor Wealth Management, an estimated $10.8M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2023 was Morgan Stanley, an estimated $46.7M sold.
Based on aggregated 13F filings for Q3 2023.