First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
44 hedge funds and large institutions have $215M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
16% more funds holding
Funds holding: 38 → 44 (+6)
11% more capital invested
Capital invested by funds: $194M → $215M (+$21M)
6.51% less ownership
Funds ownership: 73.51% → 67% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.5M |
| 2 |
Morgan Stanley
New York
|
+$3.06M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.42M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.39M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$3.52M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.08M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.39M |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$481K |
| 5 |
LPL Financial
San Diego,
California
|
-$317K |
FVC Hedge Fund Activity: Q2 2017 in Review
44 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2017, worth a combined $215M — up 11% from $194M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FVC positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.5M. The largest seller was Advisor Group, cutting an estimated $3.52M.
- 44 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2017, up from 38 in Q1 2017.
- Funds reported $215M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2017, up 11% quarter-over-quarter.
- 10 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2017 and 4 closed out, a net change of +6 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2017 was Wells Fargo, an estimated $11.5M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2017 was Advisor Group, an estimated $3.52M sold.
Based on aggregated 13F filings for Q2 2017.