First Trust Dorsey Wright Focus 5 ETF
310 hedge funds and large institutions have $2.42B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 105 increasing their positions, 108 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
5% more funds holding
Funds holding: 294 → 310 (+16)
2% more capital invested
Capital invested by funds: $2.39B → $2.42B (+$36M)
0.42% more ownership
Funds ownership: 63.61% → 64.02% (+0.42%)
3% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.5M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
+$3.41M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.66M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.69M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.9M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$9.48M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.94M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.23M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.09M |
FV Hedge Fund Activity: Q3 2024 in Review
310 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q3 2024, worth a combined $2.42B — up 1.5% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FV positions and 15 closed out — a net gain of 20 holders — while 105 added to existing stakes and 108 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was UBS Group, cutting an estimated $11.9M.
- 310 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q3 2024, up from 294 in Q2 2024.
- Funds reported $2.42B of First Trust Dorsey Wright Focus 5 ETF stock for Q3 2024, up 1.5% quarter-over-quarter.
- 35 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q3 2024 and 15 closed out, a net change of +20 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q3 2024 was Morgan Stanley, an estimated $11.5M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q3 2024 was UBS Group, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2024.