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First Trust Dorsey Wright Dynamic Focus 5 ETF

65 hedge funds and large institutions have $197M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $163M → $197M (+$33.5M)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

10% more funds holding

Funds holding: 5965 (+6)

3.31% more ownership

Funds ownership: 70.73%74.05% (+3.3%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
23
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$74K -$259K -7,343 -78%
ACA
52
Aptus Capital Advisors
Alabama
$74K
FFA
53
Founders Financial Alliance
North Carolina
$44.9K +$35 +1 +0.1%
BAM
54
Belpointe Asset Management
Nevada
$24.9K +$25.1K +711 New
GRP
55
Global Retirement Partners
California
$24.5K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$17.3K
FGAM
57
Financial Gravity Asset Management
Texas
$13.5K +$1.23K +35 New
HI
58
Harbour Investments
Wisconsin
$12.2K -$32.8K -930 -73%
KFI
59
Key Financial Inc
Pennsylvania
$7.39K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$6.51K +$741 +21 +13%
TRCT
61
Tower Research Capital (TRC)
New York
$4K -$4.09K -116 -54%
C
62
Covestor
United Kingdom
$4K -$35 -1 -0.9%
PAG
63
Private Advisor Group
New Jersey
$3.09K +$375K +10,627 +14%
CAL
64
Capital Analysts LLC
Pennsylvania
$3K +$3K +85 New
NA
65
NewEdge Advisors
Louisiana
$21 +$21K +595 New
Citadel Advisors
66
Citadel Advisors
Florida
-$609K -18,230 Closed
HGERS
67
Householder Group Estate & Retirement Specialist
Arizona
-$493K -14,768 Closed
Goldman Sachs
68
Goldman Sachs
New York
-$358K -10,700 Closed
HI
69
Hudock Inc
Pennsylvania
-$13K -418 Closed
PFA
70
Professional Financial Advisors
Nebraska
-$13K -377 Closed

FVC Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2022, worth a combined $197M — up 21% from $163M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FVC positions and 5 closed out — a net gain of 7 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was RiverTree Advisors, opening a new position worth an estimated $8.04M. The largest seller was Raymond James & Associates, cutting an estimated $1.05M.

  • 65 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $197M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 12 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2022 and 5 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2022 was RiverTree Advisors, an estimated $8.04M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2022 was Raymond James & Associates, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2022.