First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
46 hedge funds and large institutions have $140M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 27 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
10% more funds holding
Funds holding: 42 → 46 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.38% less ownership
Funds ownership: 67.76% → 63.38% (-4.4%)
8% less capital invested
Capital invested by funds: $152M → $140M (-$12.2M)
78% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$4.19M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.08M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$991K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$977K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.81M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.14M |
| 3 |
Morgan Stanley
New York
|
-$4.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.33M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.64M |
FVC Hedge Fund Activity: Q4 2020 in Review
46 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2020, worth a combined $140M — down 8.1% from $152M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FVC positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 27 trimmed.
The largest buyer was Prospera Financial Services, adding an estimated $4.19M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.81M.
- 46 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2020, up from 42 in Q3 2020.
- Funds reported $140M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2020, down 8.1% quarter-over-quarter.
- 8 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2020 and 2 closed out, a net change of +6 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2020 was Prospera Financial Services, an estimated $4.19M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $8.81M sold.
Based on aggregated 13F filings for Q4 2020.