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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 %
AssetMark Inc
51
AssetMark Inc
California
$23.4K 710 +710 New
GRP
52
Global Retirement Partners
California
$22.8K 700 – –
GWANC
53
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.3K 646 -1,466 -69%
ACA
54
Aptus Capital Advisors
Alabama
$21.3K 646 -1,466 -69%
NA
55
NewEdge Advisors
Louisiana
$19.6K 595 – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$16.3K 494 – –
HI
57
Harbour Investments
Wisconsin
$11.5K 350 +1 +0.3%
ASN
58
Advisory Services Network
Georgia
$8.81K 267 +267 New
AAS
59
Ameritas Advisory Services
Nebraska
$8.25K 253 +253 New
KFI
60
Key Financial Inc
Pennsylvania
$7.29K 221 – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$4.32K 131 -55 -30%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$3.52K 106,647 -78,070 -42%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$3.47K 99 -14,007 -99%
CAL
64
Capital Analysts LLC
Pennsylvania
$3K 85 – –
CG
65
Clarus Group
Texas
– – -18,945 Closed
UCFA
66
United Capital Financial Advisors
Texas
– – -9,255 Closed
CA
67
Calton & Associates
Florida
– – -8,077 Closed
WEG
68
World Equity Group
Illinois
– – -7,114 Closed
Stifel Financial
69
Stifel Financial
Missouri
– – -6,492 Closed
C
70
Covestor
United Kingdom
– – -106 Closed
FGAM
71
Financial Gravity Asset Management
Texas
– – -35 Closed
CFGS
72
Concourse Financial Group Securities
Alabama
– – – –
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