First Trust Dorsey Wright Focus 5 ETF
275 hedge funds and large institutions have $2.22B invested in First Trust Dorsey Wright Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 114 reducing their positions, and 18 closing their positions.
128% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 18
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
8% more funds holding
Funds holding: 254 → 275 (+21)
0.69% more ownership
Funds ownership: 63.58% → 64.27% (+0.69%)
38% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 114
39% less capital inflows, than outflows
Capital inflows: $100M | Capital outflows: $162M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$5.02M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.68M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.83M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$2.73M |
| 5 |
Madrona Financial Services
Everett,
Washington
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prospera Financial Services
Dallas,
Texas
|
-$31.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$23.5M |
| 3 |
Morgan Stanley
New York
|
-$22M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.7M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.53M |
FV Hedge Fund Activity: Q4 2023 in Review
275 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2023, worth a combined $2.22B — up 13% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FV positions and 18 closed out — a net gain of 23 holders — while 71 added to existing stakes and 114 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $5.02M. The largest seller was Prospera Financial Services, cutting an estimated $31.8M.
- 275 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2023, up from 254 in Q3 2023.
- Funds reported $2.22B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 41 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2023 and 18 closed out, a net change of +23 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $5.02M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2023 was Prospera Financial Services, an estimated $31.8M sold.
Based on aggregated 13F filings for Q4 2023.