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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

57 hedge funds and large institutions have $324M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
21
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFG Advisory
Georgia
$4.29M
2
RJA
2
Raymond James & Associates
Florida
$29.1M
3
AWM
3
Affinity Wealth Management
Delaware
$2.08M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.56M
5
Morgan Stanley
5
Morgan Stanley
New York
$51.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$31.2M
2
Bank of America
2
Bank of America
North Carolina
$6.42M
3
UBS Group
3
UBS Group
Switzerland
$52.1M
4
LPL Financial
4
LPL Financial
California
$34.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$52.1M 1,970,812 -179,314 -8%
Morgan Stanley
2
Morgan Stanley
New York
$51.4M 1,943,392 +43,974 +2%
LPL Financial
3
LPL Financial
California
$34.1M 1,291,791 -164,876 -11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$31.2M 1,178,751 -463,678 -28%
RJA
5
Raymond James & Associates
Florida
$29.1M 1,102,333 +135,338 +14%
AI
6
Atria Investments
North Carolina
$15.1M 570,434 +13,967 +3%
Wells Fargo
7
Wells Fargo
California
$12.6M 475,267 -8,761 -2%
BTS
8
BB&T Securities
Virginia
$10.4M 394,572 +359 +0.1%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$8.27M 313,055 +450 +0.1%
SPC
10
Sigma Planning Corp
Michigan
$7.26M 274,812 -125,634 -31%
Bank of America
11
Bank of America
North Carolina
$6.42M 243,022 -306,193 -56%
PAG
12
Private Advisor Group
New Jersey
$5.95M 225,074 -16,226 -7%
OIA
13
OneDigital Investment Advisors
Kansas
$5.09M 192,646 -8,536 -4%
AG
14
Advisor Group
Arizona
$4.55M 172,094 -2,507 -1%
IA
15
IFG Advisory
Georgia
$4.29M 162,410 +162,410 New
PFS
16
Prospera Financial Services
Texas
$4.2M 158,798 -1,876 -1%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$3.77M 142,777 -3,358 -2%
CFD
18
Creative Financial Designs
Indiana
$2.83M 109,274 -10,680 -9%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.8M 105,925 +515 +0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.57M 97,229 +4,482 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.56M 96,529 +63,687 +194%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.48M 93,946 -154,969 -62%
AWM
23
Affinity Wealth Management
Delaware
$2.08M 78,800 +78,800 New
GWM
24
Geneos Wealth Management
Colorado
$1.92M 72,834 +1,951 +3%
Stifel Financial
25
Stifel Financial
Missouri
$1.92M 72,303 +1,261 +2%
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