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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

32 hedge funds and large institutions have $108M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

977% more capital invested

Capital invested by funds: $10.1M → $108M (+$98.3M)

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

357% more funds holding

Funds holding: 7 → 32 (+25)

Holders
32
Holders Change
+25
Holders Change %
+357.14%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
6
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$31.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.7M
3
Morgan Stanley
Morgan Stanley
New York
+$9.42M
4
Bank of America
Bank of America
North Carolina
+$7.92M
5
LPL Financial
LPL Financial
California
+$7.33M

Top Sellers

Rank Fund Capital Flow
1
NPC
National Planning Corporation
California
-$73.5K

FVC Hedge Fund Activity: Q2 2016 in Review

32 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2016, worth a combined $108M — up 977% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FVC positions and 0 closed out — a net gain of 25 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $31.1M. The largest seller was National Planning Corporation, cutting an estimated $73.5K.

  • 32 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2016, up from 7 in Q1 2016.
  • Funds reported $108M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2016, up 977% quarter-over-quarter.
  • 25 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2016 and 0 closed out, a net change of +25 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2016 was UBS Group, an estimated $31.1M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2016 was National Planning Corporation, an estimated $73.5K sold.

Based on aggregated 13F filings for Q2 2016.