First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
43 hedge funds and large institutions have $284M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
17% more capital invested
Capital invested by funds: $242M → $284M (+$41.8M)
5% more funds holding
Funds holding: 41 → 43 (+2)
5.17% less ownership
Funds ownership: 68.9% → 63.73% (-5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.4M |
| 2 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
+$5.98M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.91M |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$2.87M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.57M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$917K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$782K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$373K |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$221K |
FVC Hedge Fund Activity: Q1 2018 in Review
43 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2018, worth a combined $284M — up 17% from $242M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FVC positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.57M.
- 43 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2018, up from 41 in Q4 2017.
- Funds reported $284M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2018, up 17% quarter-over-quarter.
- 7 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2018 and 4 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2018 was Morgan Stanley, an estimated $10.4M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2018 was Raymond James Financial Services Advisors, an estimated $1.57M sold.
Based on aggregated 13F filings for Q1 2018.