First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
51 hedge funds and large institutions have $98.6M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 28 reducing their positions, and 9 closing their positions.
0.2% more ownership
Funds ownership: 61.31% → 61.51% (+0.2%)
3% less capital invested
Capital invested by funds: $102M → $98.6M (-$3.04M)
12% less funds holding
Funds holding: 58 → 51 (-7)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
79% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 28
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$1.49M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.02M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$336K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$293K |
| 5 |
Jane Street
New York
|
+$275K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $3K | -$31.2K | -914 | -91% |
|
52
Citadel Advisors
Miami,
Florida
| – | -$781K | -22,641 | Closed |
|
|
LNC
53
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$514K | -14,894 | Closed |
|
|
KFGK
54
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| – | -$475K | -13,754 | Closed |
|
|
AWA
55
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$310K | -8,997 | Closed |
|
|
ACMA
56
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| – | -$288K | -8,449 | Closed |
|
57
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$17K | -494 | Closed |
|
|
CIAS
58
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$16.2K | -470 | Closed |
|
|
FGAM
59
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$6.58K | -190 | Closed |
|
|
GI
60
Gradient Investments
Arden Hills,
Minnesota
| – | -$3.45K | -100 | Closed |
|
FVC Hedge Fund Activity: Q2 2024 in Review
51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2024, worth a combined $98.6M — down 3% from $102M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FVC and 3 opened new positions — a net loss of 6 holders — while 28 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $1.49M. The largest seller was Prospera Financial Services, cutting an estimated $1.2M.
- 51 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2024, down from 58 in Q1 2024.
- Funds reported $98.6M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2024, down 3% quarter-over-quarter.
- 3 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2024 and 9 closed out, a net change of -6 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2024 was LPL Financial, an estimated $1.49M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2024 was Prospera Financial Services, an estimated $1.2M sold.
Based on aggregated 13F filings for Q2 2024.