We are live on ! Find out more
FVC icon

First Trust Dorsey Wright Dynamic Focus 5 ETF

56 hedge funds and large institutions have $152M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $145M → $152M (+$7.29M)

0.07% less ownership

Funds ownership: 67.04%66.97% (-0.07%)

3% less funds holding

Funds holding: 5856 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
26
Clarus Group
Texas
$663K
Truist Financial
27
Truist Financial
North Carolina
$638K -$12.9K -361 -2%
PWA
28
PCG Wealth Advisors
Kansas
$556K -$11.3K -315 -2%
FIM
29
Freedom Investment Management
Connecticut
$536K -$43.1K -1,205 -7%
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
$481K -$17.6K -493 -3%
LNC
31
Lincoln National Corp
Pennsylvania
$460K -$139K -3,893 -22%
SPC
32
Sigma Planning Corp
Michigan
$393K -$22.9K -640 -5%
KAS
33
Kestra Advisory Services
Texas
$372K -$352K -9,852 -47%
SWM
34
Spire Wealth Management
Virginia
$353K -$644 -18 -0.2%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$341K -$28.1K -786 -7%
UCFA
36
United Capital Financial Advisors
Texas
$341K +$28.9K +808 +9%
AWA
37
Arkadios Wealth Advisors
Georgia
$305K
Stifel Financial
38
Stifel Financial
Missouri
$290K -$187K -5,226 -38%
WEG
39
World Equity Group
Illinois
$241K -$176K -4,931 -41%
PTC
40
Private Trust Company
Ohio
$216K +$228K +6,368 New
AWS
41
Atria Wealth Solutions
New York
$214K
MIM
42
MTM Investment Management
South Carolina
$147K -$3.22K -90 -2%
ACA
43
Aptus Capital Advisors
Alabama
$92K -$51.2K -1,432 -35%
IA
44
IFP Advisors
Florida
$85K
CIAS
45
Capital Investment Advisory Services
North Carolina
$84K
FFA
46
Founders Financial Alliance
North Carolina
$44K
HI
47
Harbour Investments
Wisconsin
$43K +$45.7K +1,279 New
APA
48
American Portfolios Advisors
New York
$25.9K -$14.5K -405 -35%
GRP
49
Global Retirement Partners
California
$24K
HNB
50
Huntington National Bank
Ohio
$21K

FVC Hedge Fund Activity: Q2 2022 in Review

56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2022, worth a combined $152M — up 5% from $145M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FVC and 4 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 17 added.

The largest buyer was Mariner, adding an estimated $7.52M. The largest seller was Baird Financial Group, cutting an estimated $1.67M.

  • 56 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2022, down from 58 in Q1 2022.
  • Funds reported $152M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2022, up 5% quarter-over-quarter.
  • 4 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2022 and 6 closed out, a net change of -2 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2022 was Mariner, an estimated $7.52M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2022 was Baird Financial Group, an estimated $1.67M sold.

Based on aggregated 13F filings for Q2 2022.