First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
7% more capital invested
Capital invested by funds: $152M → $163M (+$10.8M)
5% more funds holding
Funds holding: 56 → 59 (+3)
3.77% more ownership
Funds ownership: 66.97% → 70.73% (+3.8%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.15M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.95M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.11M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $25K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17K | – | – | – |
|
|
PFA
53
Professional Financial Advisors
North Platte,
Nebraska
| $13K | +$35 | +1 | +0.3% |
|
|
HI
54
Hudock Inc
Williamsport,
Pennsylvania
| $13K | +$14.6K | +418 | New |
|
|
KFI
55
Key Financial Inc
West Chester,
Pennsylvania
| $7K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $7K | +$3.7K | +106 | +96% |
|
57
Fidelity Investments
Boston,
Massachusetts
| $6K | – | – | – |
|
|
C
58
Covestor
London,
United Kingdom
| $4K | -$3.28K | -94 | -47% |
|
59
Bank of Montreal
Toronto,
Ontario, Canada
| $110 | +$109K | +3,135 | New |
|
|
SOS
60
Silver Oak Securities
Jackson,
Tennessee
| – | -$1.13M | -32,560 | Closed |
|
61
Rockefeller Capital Management
New York
| – | -$17K | -514 | Closed |
|
FVC Hedge Fund Activity: Q3 2022 in Review
59 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q3 2022, worth a combined $163M — up 7.1% from $152M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FVC positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Geneos Wealth Management, cutting an estimated $2.38M.
- 59 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q3 2022, up from 56 in Q2 2022.
- Funds reported $163M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q3 2022, up 7.1% quarter-over-quarter.
- 5 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q3 2022 and 2 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q3 2022 was Morgan Stanley, an estimated $4.8M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q3 2022 was Geneos Wealth Management, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2022.