First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
62 hedge funds and large institutions have $361M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
11% more funds holding
Funds holding: 56 → 62 (+6)
3.8% more ownership
Funds ownership: 66.12% → 69.93% (+3.8%)
3% more capital invested
Capital invested by funds: $351M → $361M (+$10.5M)
31% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$15.9M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$14.8M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$4.29M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$2.35M |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$13.1M |
| 2 |
Morgan Stanley
New York
|
-$4.64M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.89M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.78M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.3M |
FVC Hedge Fund Activity: Q2 2019 in Review
62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q2 2019, worth a combined $361M — up 3% from $351M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FVC positions and 4 closed out — a net gain of 7 holders — while 18 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $15.9M. The largest seller was Advisor Group, cutting an estimated $13.1M.
- 62 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q2 2019, up from 56 in Q1 2019.
- Funds reported $361M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q2 2019, up 3% quarter-over-quarter.
- 11 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q2 2019 and 4 closed out, a net change of +7 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q2 2019 was Raymond James & Associates, an estimated $15.9M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q2 2019 was Advisor Group, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2019.