First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
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.
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: 53 → 56 (+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
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Koshinski Asset Management
Decatur,
Illinois
| $22.1K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19K | – | – | – |
|
|
CFCI
53
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| $10K | +$10.9K | +292 | New |
|
|
EVM
54
Eaton Vance Management
Boston,
Massachusetts
| $8K | – | – | – |
|
|
KFI
55
Key Financial Inc
West Chester,
Pennsylvania
| $8K | – | – | – |
|
|
C
56
Covestor
London,
United Kingdom
| $8K | +$8.32K | +222 | New |
|
57
Rockefeller Capital Management
New York
| $3K | – | – | – |
|
|
OMC
58
Old Mission Capital
Chicago,
Illinois
| – | -$638K | -18,156 | Closed |
|
|
FTUS
59
Flow Traders U.S.
New York
| – | -$255K | -7,246 | Closed |
|
60
Bessemer Group
Woodbridge,
New Jersey
| – | -$70K | -2,000 | Closed |
|
|
GRP
61
Global Retirement Partners
San Rafael,
California
| – | -$25K | -700 | Closed |
|
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.