First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
54 hedge funds and large institutions have $95.3M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
6% more funds holding
Funds holding: 51 → 54 (+3)
0.4% more ownership
Funds ownership: 61.51% → 61.91% (+0.4%)
3% less capital invested
Capital invested by funds: $98.6M → $95.3M (-$3.36M)
64% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 28
Top Buyers
Top Sellers
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.62M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.19M |
| 3 |
Morgan Stanley
New York
|
-$799K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$678K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$556K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWANC
51
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $7.16K | -$6.91K | -200 | -50% |
|
52
Fidelity Investments
Boston,
Massachusetts
| $6.13K | – | – | – |
|
|
NS
53
NBC Securities
Birmingham,
Alabama
| $6K | +$35 | +1 | +0.6% |
|
|
EWA
54
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.95K | – | – | – |
|
|
55
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$2.62M | -74,301 | Closed |
|
|
FIM
56
Freedom Investment Management
Hartford,
Connecticut
| – | -$285K | -8,072 | Closed |
|
|
CFD
57
Creative Financial Designs
Kokomo,
Indiana
| – | -$3K | -85 | Closed |
|
FVC Hedge Fund Activity: Q3 2024 in Review
54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q3 2024, worth a combined $95.3M — down 3.4% from $98.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FVC positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 28 trimmed.
The largest buyer was TD Waterhouse Canada, adding an estimated $1.48M. The largest seller was Baird Financial Group, exiting entirely with an estimated $2.62M sold.
- 54 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q3 2024, up from 51 in Q2 2024.
- Funds reported $95.3M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q3 2024, down 3.4% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q3 2024 was TD Waterhouse Canada, an estimated $1.48M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q3 2024 was Baird Financial Group, an estimated $2.62M sold.
Based on aggregated 13F filings for Q3 2024.