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First Trust Dorsey Wright Dynamic Focus 5 ETF

7 hedge funds and large institutions have $10.1M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.55M +$5.58M +277,236 New
Bank of America
2
Bank of America
North Carolina
$1.42M +$1.41M +70,045 New
RAM
3
Riggs Asset Management
Pennsylvania
$1.36M +$1.35M +67,163 New
NPC
4
National Planning Corporation
California
$1.31M +$1.29M +64,330 New
GWM
5
Geneos Wealth Management
Colorado
$216K +$215K +10,688 New
IA
6
IFP Advisors
Florida
$109K +$81.5K +4,050 New
DADC
7
D.A. Davidson & Co
Montana
$101K +$101K +5,000 New

FVC Hedge Fund Activity: Q1 2016 in Review

7 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2016, worth a combined $10.1M.

Buyers outnumbered sellers: 7 funds opened new FVC positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $5.58M.

  • 7 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2016, up from 0 in Q4 2015.
  • Funds reported $10.1M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2016.
  • 7 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2016 and 0 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2016 was LPL Financial, an estimated $5.58M added.

Based on aggregated 13F filings for Q1 2016.