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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

59 hedge funds and large institutions have $163M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.32M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.36M
4
UBS Group
4
UBS Group
Switzerland
$20.7M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.31M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$771K
2
LPL Financial
2
LPL Financial
California
$20.9M
3
SOS
3
Silver Oak Securities
Tennessee
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$609K
5
RJA
5
Raymond James & Associates
Florida
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$637K 19,065 +3,272 +21%
CG
27
Clarus Group
Texas
$633K 18,945 -615 -3%
Truist Financial
28
Truist Financial
North Carolina
$613K 18,327 -468 -2%
Citadel Advisors
29
Citadel Advisors
Florida
$609K 18,230 -17,862 -49%
HGERS
30
Householder Group Estate & Retirement Specialist
Arizona
$493K 14,768 +579 +4%
LNC
31
Lincoln National Corp
Pennsylvania
$454K 13,579 +13 +0.1%
KAS
32
Kestra Advisory Services
Texas
$445K 13,319 +2,348 +21%
Goldman Sachs
33
Goldman Sachs
New York
$358K 10,700 +10,700 New
UCFA
34
United Capital Financial Advisors
Texas
$336K 10,063 – –
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$316K 9,455 -605 -6%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$303K 9,060 +9,060 New
AWA
37
Arkadios Wealth Advisors
Georgia
$301K 8,997 – –
Stifel Financial
38
Stifel Financial
Missouri
$260K 7,778 -780 -9%
SWM
39
Spire Wealth Management
Virginia
$238K 7,131 -3,285 -32%
WEG
40
World Equity Group
Illinois
$238K 7,114 – –
SPC
41
Sigma Planning Corp
Michigan
$232K 6,946 -4,645 -40%
AWS
42
Atria Wealth Solutions
New York
$211K 6,310 – –
PTC
43
Private Trust Company
Ohio
$207K 6,206 -162 -3%
MIM
44
MTM Investment Management
South Carolina
$141K 4,233 -85 -2%
IA
45
IFP Advisors
Florida
$85K 3,050 – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$83K 2,479 – –
ACA
47
Aptus Capital Advisors
Alabama
$71K 2,112 -605 -22%
FFA
48
Founders Financial Alliance
North Carolina
$43K 1,283 – –
HI
49
Harbour Investments
Wisconsin
$43K 1,279 – –
APA
50
American Portfolios Advisors
New York
$25.5K 763 – –
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