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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

61 hedge funds and large institutions have $334M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
11
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
1
Cascadia Advisory Services
Oregon
$16.1M
2
Truist Financial
2
Truist Financial
North Carolina
$11.6M
3
Jane Street
3
Jane Street
New York
$2.52M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.7M
5
QWM
5
QP Wealth Management
New Jersey
$499K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$48.5M
2
Wells Fargo
2
Wells Fargo
California
$9.15M
3
LPL Financial
3
LPL Financial
California
$32.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.8M
5
RJA
5
Raymond James & Associates
Florida
$28.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$1.96M 70,797 -2,037 -3%
AWM
27
Affinity Wealth Management
Delaware
$1.94M 70,337 -8,463 -11%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.76M 63,515 -6,272 -9%
DADC
29
D.A. Davidson & Co
Montana
$1.56M 56,388 – –
SWP
30
Stratos Wealth Partners
Ohio
$1.21M 43,879 -3,406 -7%
CCB
31
Cutter & Co Brokerage
Missouri
$1.04M 37,463 -551 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.02M 36,870 -11,944 -24%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$821K 29,708 -2,239 -7%
ACA
34
Aptus Capital Advisors
Alabama
$813K 29,427 -2,223 -7%
Citadel Advisors
35
Citadel Advisors
Florida
$778K 28,159 -10,974 -28%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$770K 27,882 -26,313 -49%
FAIM
37
Financial Advocates Investment Management
Washington
$662K 23,956 -1,309 -5%
OC
38
Oppenheimer & Co
New York
$575K 20,825 +308 +2%
LNC
39
Lincoln National Corp
Pennsylvania
$559K 20,225 -28,997 -59%
MIAN
40
Mariner Independent Advisor Network
Kansas
$551K 19,937 -5,319 -21%
QWM
41
QP Wealth Management
New Jersey
$499K 17,563 +17,563 New
IAA
42
Independent Advisor Alliance
North Carolina
$491K 17,788 +17,788 New
GIA
43
Gladstone Institutional Advisory
Florida
$478K 17,291 -469 -3%
PFA
44
Professional Financial Advisors
Nebraska
$458K 16,577 +16,577 New
TSS
45
Two Sigma Securities
New York
$372K 13,457 +412 +3%
PSUF
46
People's United Financial
Connecticut
$257K 9,302 +9,302 New
CFGS
47
Concourse Financial Group Securities
Alabama
$247K 8,922 +4,335 +95%
AWM
48
AE Wealth Management
Kansas
$244K 8,845 -4,193 -32%
CAN
49
Cetera Advisor Networks
California
$237K 8,482 +8,482 New
TFS
50
Thoroughbred Financial Services
Tennessee
$222K 8,038 -1,245 -13%
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