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First Trust Dorsey Wright Dynamic Focus 5 ETF

56 hedge funds and large institutions have $147M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $135M → $147M (+$12.1M)

6% more funds holding

Funds holding: 5356 (+3)

1.89% more ownership

Funds ownership: 63.25%65.13% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$666K +$309K +8,251 +88%
LNC
27
Lincoln National Corp
Pennsylvania
$656K +$75 +2 +0%
PWA
28
PCG Wealth Advisors
Kansas
$630K +$624K +16,650 New
HGERS
29
Householder Group Estate & Retirement Specialist
Arizona
$600K +$595K +15,867 New
ACMA
30
Arbor Capital Management (Alaska)
Alaska
$589K +$584K +15,560 New
GWANC
31
Guardian Wealth Advisors (North Carolina)
North Carolina
$556K +$552K +14,708 New
FIM
32
Freedom Investment Management
Connecticut
$549K +$20.8K +555 +4%
KAS
33
Kestra Advisory Services
Texas
$533K -$46K -1,226 -8%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$523K -$203K -5,418 -28%
Stifel Financial
35
Stifel Financial
Missouri
$492K +$75.3K +2,008 +18%
UCFA
36
United Capital Financial Advisors
Texas
$480K +$476K +12,700 New
SPC
37
Sigma Planning Corp
Michigan
$462K +$64.8K +1,727 +16%
SWM
38
Spire Wealth Management
Virginia
$405K +$113 +3 +0%
AWA
39
Arkadios Wealth Advisors
Georgia
$340K
CFGS
40
Concourse Financial Group Securities
Alabama
$275K +$1.01K +27 +0.4%
ACA
41
Aptus Capital Advisors
Alabama
$257K -$1.91K -51 -0.7%
OPOWM
42
One Plus One Wealth Management
Florida
$247K -$33.8K -900 -12%
CAN
43
Cetera Advisor Networks
California
$210K -$11.6K -310 -5%
MIM
44
MTM Investment Management
South Carolina
$169K
APA
45
American Portfolios Advisors
New York
$97.7K
CIAS
46
Capital Investment Advisory Services
North Carolina
$95K -$30K -800 -24%
HI
47
Harbour Investments
Wisconsin
$49K -$9K -240 -16%
FFA
48
Founders Financial Alliance
North Carolina
$49K
PFA
49
Professional Financial Advisors
Nebraska
$45K +$38 +1 +0.1%
HNB
50
Huntington National Bank
Ohio
$23K

FVC Hedge Fund Activity: Q4 2021 in Review

56 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2021, worth a combined $147M — up 9% from $135M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FVC positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.54M. The largest seller was UBS Group, cutting an estimated $5.96M.

  • 56 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2021, up from 53 in Q3 2021.
  • Funds reported $147M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2021, up 9% quarter-over-quarter.
  • 8 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2021 and 4 closed out, a net change of +4 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2021 was Wells Fargo, an estimated $7.54M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2021 was UBS Group, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2021.