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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

56 hedge funds and large institutions have $351M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$15.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.4M
3
CFD
3
Creative Financial Designs
Indiana
$2.91M
4
SPC
4
Sigma Planning Corp
Michigan
$11.6M
5
LPL Financial
5
LPL Financial
California
$39.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.23M
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$397K
3
PFS
3
Prospera Financial Services
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$15.7M
5
UBS Group
5
UBS Group
Switzerland
$61.4M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$61.4M 2,296,131 -63,983 -3%
Morgan Stanley
2
Morgan Stanley
New York
$55.4M 2,073,197 +112,700 +6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$45.9M 1,718,249 +40,394 +2%
LPL Financial
4
LPL Financial
California
$39.5M 1,479,137 +52,472 +4%
AG
5
Advisor Group
Arizona
$17.8M 664,152 +32,283 +5%
Bank of America
6
Bank of America
North Carolina
$15.8M 592,734 +148,972 +34%
Wells Fargo
7
Wells Fargo
California
$15.7M 588,245 -98,641 -14%
SPC
8
Sigma Planning Corp
Michigan
$11.6M 435,353 +57,571 +15%
BTS
9
BB&T Securities
Virginia
$10.3M 384,473 +11,238 +3%
RJA
10
Raymond James & Associates
Florida
$9.96M 372,600 -13,733 -4%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$7.83M 291,332 +32,811 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.33M 236,665 +9,432 +4%
PAG
13
Private Advisor Group
New Jersey
$6.21M 232,200 +2,187 +1%
OIA
14
OneDigital Investment Advisors
Kansas
$5.65M 211,380 +7,277 +4%
KFGK
15
Keystone Financial Group (Kentucky)
Kentucky
$3.98M 148,794 -4,493 -3%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.99M 111,760 +10,277 +10%
CFD
17
Creative Financial Designs
Indiana
$2.91M 108,971 +82,361 +310%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.88M 107,663 +2,809 +3%
GIA
19
Gladstone Institutional Advisory
Florida
$2.79M 104,502 +1,825 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.12M 79,356 +29,429 +59%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.08M 77,949 -29,221 -27%
Stifel Financial
22
Stifel Financial
Missouri
$1.94M 72,653 -5,198 -7%
GWM
23
Geneos Wealth Management
Colorado
$1.9M 70,998 +4,900 +7%
RAM
24
Riggs Asset Management
Pennsylvania
$1.8M 67,396 +159 +0.2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.72M 64,474 +460 +0.7%
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