First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
54 hedge funds and large institutions have $78.4M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.
1.32% more ownership
Funds ownership: 60.83% → 62.15% (+1.3%)
2% less capital invested
Capital invested by funds: $80.3M → $78.4M (-$1.85M)
2% less funds holding
Funds holding: 55 → 54 (-1)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.65M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$727K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$490K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$414K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$4.08M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.41M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.65M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$567K |
| 5 |
Rockefeller Capital Management
New York
|
-$514K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWANC
51
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $7.11K | – | – | – |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $7.04K | -$2.06K | -59 | -23% |
|
|
EWA
53
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.9K | – | – | – |
|
|
NS
54
NBC Securities
Birmingham,
Alabama
| $5K | +$70 | +2 | +1% |
|
|
55
Citadel Advisors
Miami,
Florida
| – | -$1.65M | -46,794 | Closed |
|
|
56
Rockefeller Capital Management
New York
| – | -$514K | -14,624 | Closed |
|
|
AWS
57
Atria Wealth Solutions
New York
| – | -$284K | -8,072 | Closed |
|
|
GSWM
58
Golden State Wealth Management
Santa Ana,
California
| – | -$14.4K | -410 | Closed |
|
|
IA
59
IFP Advisors
Tampa,
Florida
| – | -$387 | -11 | Closed |
|
FVC Hedge Fund Activity: Q2 2025 in Review
54 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2025, worth a combined $78.4M — down 2.3% from $80.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FVC and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 16 added.
The largest buyer was Raymond James Financial, adding an estimated $4.65M. The largest seller was TD Waterhouse Canada, cutting an estimated $4.08M.
- 54 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2025, down from 55 in Q1 2025.
- Funds reported $78.4M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2025, down 2.3% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2025 and 5 closed out, a net change of -1 holder.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2025 was Raymond James Financial, an estimated $4.65M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2025 was TD Waterhouse Canada, an estimated $4.08M sold.
Based on aggregated 13F filings for Q2 2025.