First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
53 hedge funds and large institutions have $82.5M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 27 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% less funds holding
Funds holding: 54 → 53 (-1)
2.47% less ownership
Funds ownership: 61.91% → 59.44% (-2.5%)
13% less capital invested
Capital invested by funds: $95.3M → $82.5M (-$12.8M)
78% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 27
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$13.5M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$887K |
| 3 |
Jane Street
New York
|
-$816K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$639K |
| 5 |
LPL Financial
San Diego,
California
|
-$513K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWANC
51
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $7.31K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $6.25K | – | – | – |
|
|
EWA
53
EverSource Wealth Advisors
Birmingham,
Alabama
| $6.07K | – | – | – |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$639K | -17,832 | Closed |
|
|
HGERS
55
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$119K | -3,330 | Closed |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| – | -$60K | -1,676 | Closed |
|
|
FCM
57
Fourpath Capital Management
Oklahoma City,
Oklahoma
| – | -$28.3K | -791 | Closed |
|
|
NS
58
NBC Securities
Birmingham,
Alabama
| – | -$6K | -177 | Closed |
|
FVC Hedge Fund Activity: Q4 2024 in Review
53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2024, worth a combined $82.5M — down 13% from $95.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FVC positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 27 trimmed.
The largest buyer was Global Retirement Partners, adding an estimated $1.11M. The largest seller was Morgan Stanley, cutting an estimated $13.5M.
- 53 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2024, down from 54 in Q3 2024.
- Funds reported $82.5M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2024, down 13% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2024 and 5 closed out, a net change of +1 holder.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2024 was Global Retirement Partners, an estimated $1.11M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2024 was Morgan Stanley, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2024.