First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
55 hedge funds and large institutions have $80.3M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
4% more funds holding
Funds holding: 53 → 55 (+2)
1.39% more ownership
Funds ownership: 59.44% → 60.83% (+1.4%)
3% less capital invested
Capital invested by funds: $82.5M → $80.3M (-$2.29M)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
Top Buyers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.91M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.71M |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.19M |
| 4 |
Rockefeller Capital Management
New York
|
+$536K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$434K |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$2.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$551K |
| 3 |
Morgan Stanley
New York
|
-$499K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$463K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$412K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $6.02K | – | – | – |
|
|
EWA
52
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.84K | – | – | – |
|
|
FFA
53
Farther Finance Advisors
San Francisco,
California
| $5.22K | +$5.42K | +148 | New |
|
|
NS
54
NBC Securities
Birmingham,
Alabama
| $5K | +$5.79K | +158 | New |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $387 | +$403 | +11 | New |
|
56
Jane Street
New York
| – | -$274K | -7,500 | Closed |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$260K | -7,124 | Closed |
|
|
IAA
58
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$243K | -6,644 | Closed |
|
FVC Hedge Fund Activity: Q1 2025 in Review
55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2025, worth a combined $80.3M — down 2.8% from $82.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FVC positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 21 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $3.91M. The largest seller was LPL Financial, cutting an estimated $2.17M.
- 55 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2025, up from 53 in Q4 2024.
- Funds reported $80.3M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2025, down 2.8% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2025 was Raymond James Financial, an estimated $3.91M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2025 was LPL Financial, an estimated $2.17M sold.
Based on aggregated 13F filings for Q1 2025.