First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
32 hedge funds and large institutions have $108M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.
977% more capital invested
Capital invested by funds: $10.1M → $108M (+$98.3M)
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
357% more funds holding
Funds holding: 7 → 32 (+25)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$31.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.7M |
| 3 |
Morgan Stanley
New York
|
+$9.42M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.92M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.33M |
Top Sellers
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$73.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Stratos Wealth Partners
Beachwood,
Ohio
| $232K | +$228K | +11,147 | New |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $180K | +$177K | +8,681 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $147K | +$61.5K | +3,015 | +74% |
|
29
US Bancorp
Minneapolis,
Minnesota
| $75K | +$73.4K | +3,597 | New |
|
|
BIG
30
Bellwether Investment Group
Chattanooga,
Tennessee
| $36K | +$35.7K | +1,750 | New |
|
|
WA
31
WFG Advisors
Dallas,
Texas
| $21K | +$20.4K | +1,000 | New |
|
|
HI
32
Hudock Inc
Williamsport,
Pennsylvania
| $1K | +$1.18K | +58 | New |
|
FVC Hedge Fund Activity: Q2 2016 in Review
32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2016, worth a combined $108M — up 977% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FVC positions and 0 closed out — a net gain of 25 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $31.1M. The largest seller was National Planning Corporation, cutting an estimated $73.5K.
- 32 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2016, up from 7 in Q1 2016.
- Funds reported $108M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2016, up 977% quarter-over-quarter.
- 25 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2016 and 0 closed out, a net change of +25 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2016 was UBS Group, an estimated $31.1M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2016 was National Planning Corporation, an estimated $73.5K sold.
Based on aggregated 13F filings for Q2 2016.