First Trust Dorsey Wright Focus 5 ETF
286 hedge funds and large institutions have $2.36B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 20 closing their positions.
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
4% more funds holding
Funds holding: 275 → 286 (+11)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
2.12% less ownership
Funds ownership: 64.27% → 62.16% (-2.1%)
26% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 116
40% less capital inflows, than outflows
Capital inflows: $117M | Capital outflows: $194M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$21.9M |
| 2 |
One Capital Management
Westlake Village,
California
|
+$21.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.39M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.11M |
| 5 |
Rockefeller Capital Management
New York
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$107M |
| 2 |
Morgan Stanley
New York
|
-$17.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.68M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.13M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.74M |
FV Hedge Fund Activity: Q1 2024 in Review
286 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q1 2024, worth a combined $2.36B — up 6.7% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FV positions and 20 closed out — a net gain of 13 holders — while 86 added to existing stakes and 116 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $21.9M. The largest seller was UBS Group, exiting entirely with an estimated $107M sold.
- 286 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q1 2024, up from 275 in Q4 2023.
- Funds reported $2.36B of First Trust Dorsey Wright Focus 5 ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
- 33 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q1 2024 and 20 closed out, a net change of +13 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $21.9M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q1 2024 was UBS Group, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2024.