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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

64 hedge funds and large institutions have $179M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.2M
2
Bank of America
2
Bank of America
North Carolina
$6.55M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.74M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.59M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$726K

Top Sellers

1
RA
1
RiverTree Advisors
Florida
$831K
2
Wells Fargo
2
Wells Fargo
California
$8.7M
3
UBS Group
3
UBS Group
Switzerland
$18.8M
4
CFD
4
Creative Financial Designs
Indiana
$188K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.08M
Name Market Value Shares Shares
Change 		Shares
Change %
SOS
26
Silver Oak Securities
Tennessee
$725K 21,975 -3,500 -14%
Jane Street
27
Jane Street
New York
$690K 20,927 +8,208 +65%
TCWM
28
Total Clarity Wealth Management
Illinois
$654K 19,833 +19,833 New
Citadel Advisors
29
Citadel Advisors
Florida
$641K 19,429 +19,429 New
KAS
30
Kestra Advisory Services
Texas
$575K 17,424 -4,348 -20%
PWA
31
PCG Wealth Advisors
Kansas
$525K 15,905 -40 -0.3%
FIM
32
Freedom Investment Management
Connecticut
$521K 15,786 -205 -1%
LNC
33
Lincoln National Corp
Pennsylvania
$449K 13,623 +17 +0.1%
SPIA
34
Steward Partners Investment Advisory
New York
$421K 12,755 +1,750 +16%
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$398K 12,073 +12,073 New
SPC
36
Sigma Planning Corp
Michigan
$328K 9,945 +3,493 +54%
AWA
37
Arkadios Wealth Advisors
Georgia
$297K 8,997 – –
CG
38
Colony Group
Massachusetts
$265K 6,260 +7 +0.1%
AWM
39
Affinity Wealth Management
Delaware
$261K 7,912 -767 -9%
AWS
40
Atria Wealth Solutions
New York
$208K 6,310 – –
CFD
41
Creative Financial Designs
Indiana
$188K 5,708 -56,571 -91%
SWM
42
Spire Wealth Management
Virginia
$138K 4,195 +20 +0.5%
PTC
43
Private Trust Company
Ohio
$132K 3,998 -2,208 -36%
WP
44
WealthShield Partners
North Carolina
$95.6K 2,898 +2,898 New
MIM
45
MTM Investment Management
South Carolina
$78.8K 2,388 -1,560 -40%
CIAS
46
Capital Investment Advisory Services
North Carolina
$76.8K 2,329 -150 -6%
TRCT
47
Tower Research Capital (TRC)
New York
$44K 1,335 +1,235 +1,235%
FFA
48
Founders Financial Alliance
North Carolina
$42.3K 1,284 – –
IA
49
IFP Advisors
Florida
$24.8K 878 -3,818 -81%
BAM
50
Belpointe Asset Management
Nevada
$23.4K 711 – –
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