First Trust Dorsey Wright Focus 5 ETF
332 hedge funds and large institutions have $2.52B invested in First Trust Dorsey Wright Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 114 reducing their positions, and 24 closing their positions.
121% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 24
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
7% more funds holding
Funds holding: 310 → 332 (+22)
1.91% more ownership
Funds ownership: 64.02% → 65.94% (+1.9%)
4% more capital invested
Capital invested by funds: $2.42B → $2.52B (+$95.2M)
11% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$20.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.6M |
| 3 |
OP
ORG Partners
Roanoke,
Indiana
|
+$7.51M |
| 4 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$5.84M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.01M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.18M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.48M |
FV Hedge Fund Activity: Q4 2024 in Review
332 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Focus 5 ETF (FV) for Q4 2024, worth a combined $2.52B — up 3.9% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new FV positions and 24 closed out — a net gain of 29 holders — while 102 added to existing stakes and 114 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $20.5M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.
- 332 institutional investors held First Trust Dorsey Wright Focus 5 ETF (FV) as of Q4 2024, up from 310 in Q3 2024.
- Funds reported $2.52B of First Trust Dorsey Wright Focus 5 ETF stock for Q4 2024, up 3.9% quarter-over-quarter.
- 53 funds opened new First Trust Dorsey Wright Focus 5 ETF positions in Q4 2024 and 24 closed out, a net change of +29 holders.
- The largest First Trust Dorsey Wright Focus 5 ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $20.5M added.
- The largest First Trust Dorsey Wright Focus 5 ETF seller in Q4 2024 was Morgan Stanley, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2024.