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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

44 hedge funds and large institutions have $215M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$27.8M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$2.45M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.4M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$1.18M

Top Sellers

1
AG
1
Advisor Group
Arizona
$8.14M
2
UBS Group
2
UBS Group
Switzerland
$60.5M
3
Bank of America
3
Bank of America
North Carolina
$18.2M
4
FWM
4
Frontier Wealth Management
Missouri
$358K
5
LPL Financial
5
LPL Financial
California
$27.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$564K 24,375 +24,375 New
FWM
27
Frontier Wealth Management
Missouri
$358K 15,467 -21,025 -58%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$325K 14,066 +3,064 +28%
SWP
29
Stratos Wealth Partners
Ohio
$255K 11,042 -6,782 -38%
US Bancorp
30
US Bancorp
Minnesota
$237K 10,266 +585 +6%
NPC
31
National Planning Corporation
California
$217K 9,370 +9,370 New
JIP
32
Jaffetilchin Investment Partners
Florida
$215K 9,280 -5,403 -37%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$32K 1,367 -113 -8%
EA
34
Edge Advisors
Georgia
$26K 1,137 +1,137 New
Citigroup
35
Citigroup
New York
$25K 1,100 – –
MA
36
MCF Advisors
Kentucky
$25K 1,076 +1,076 New
WA
37
WFG Advisors
Texas
$23K 1,000 – –
GRP
38
Global Retirement Partners
California
$16K 700 – –
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$11K 471 – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$6K 260 +260 New
IA
41
IFP Advisors
Florida
$2K 100 +100 New
HI
42
Hudock Inc
Pennsylvania
$1K 45 – –
Creative Planning
43
Creative Planning
Kansas
$1K 27 +27 New
IWM
44
IHT Wealth Management
Illinois
$31 292 – –
IAA
45
Independent Advisor Alliance
North Carolina
– – -12,762 Closed
FI
46
FormulaFolio Investments
Michigan
– – -11,262 Closed
BIG
47
Bellwether Investment Group
Tennessee
– – -4,870 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– – -250 Closed
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