First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
41 hedge funds and large institutions have $223M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 5 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
4% more capital invested
Capital invested by funds: $215M → $223M (+$8.03M)
0.53% less ownership
Funds ownership: 67% → 66.47% (-0.53%)
7% less funds holding
Funds holding: 44 → 41 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.02M |
| 2 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$950K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$673K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$425K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.3M |
| 2 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$2.11M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$459K |
| 4 |
LPL Financial
San Diego,
California
|
-$232K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$226K |
FVC Hedge Fund Activity: Q3 2017 in Review
41 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 Q3 2017, worth a combined $223M — up 3.7% from $215M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FVC and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 19 added.
The largest buyer was UBS Group, adding an estimated $5.02M. The largest seller was Bank of America, cutting an estimated $9.3M.
- 41 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q3 2017, down from 44 in Q2 2017.
- Funds reported $223M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q3 2017, up 3.7% quarter-over-quarter.
- 3 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q3 2017 and 5 closed out, a net change of -2 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q3 2017 was UBS Group, an estimated $5.02M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q3 2017 was Bank of America, an estimated $9.3M sold.
Based on aggregated 13F filings for Q3 2017.