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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

55 hedge funds and large institutions have $149M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
6
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
1
Cascadia Advisory Services
Oregon
$3.85M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.53M
3
Morgan Stanley
3
Morgan Stanley
New York
$26.8M
4
OMC
4
Old Mission Capital
Illinois
$854K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.57M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$24.5M
2
Bank of America
2
Bank of America
North Carolina
$2.93M
3
KAS
3
Kestra Advisory Services
Texas
$517K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$28.3M 827,872 -17,927 -2%
Morgan Stanley
2
Morgan Stanley
New York
$26.8M 784,474 +31,281 +4%
UBS Group
3
UBS Group
Switzerland
$24.5M 717,781 -103,741 -13%
RJA
4
Raymond James & Associates
Florida
$7.05M 206,222 -19,724 -9%
CG
5
Clarus Group
Texas
$6.06M 172,843 -15,891 -8%
PFS
6
Prospera Financial Services
Texas
$5.28M 154,378 +7,765 +5%
IA
7
IFG Advisory
Georgia
$4.38M 128,002 -4,639 -3%
Wells Fargo
8
Wells Fargo
California
$3.85M 112,490 -13,478 -11%
CAS
9
Cascadia Advisory Services
Oregon
$3.85M 112,469 +112,469 New
Baird Financial Group
10
Baird Financial Group
Wisconsin
$3.53M 103,234 +61,029 +145%
Bank of America
11
Bank of America
North Carolina
$2.93M 85,706 -44,634 -34%
PAG
12
Private Advisor Group
New Jersey
$2.92M 85,408 -3,006 -3%
CFD
13
Creative Financial Designs
Indiana
$2.87M 83,901 +3,795 +5%
AI
14
Atria Investments
North Carolina
$2.76M 80,578 -19,666 -20%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.49M 72,954 -17,414 -19%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.17M 63,317 -6,640 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.64M 47,835 -2,027 -4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.57M 45,813 +19,540 +74%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.48M 43,247 -129 -0.3%
OIA
20
OneDigital Investment Advisors
Kansas
$1.47M 42,954 -4,950 -10%
GWM
21
Geneos Wealth Management
Colorado
$1.43M 40,386 +900 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.43M 41,732 -3,965 -9%
KFGK
23
Keystone Financial Group (Kentucky)
Kentucky
$1.14M 33,325 -2,967 -8%
OMC
24
Old Mission Capital
Illinois
$854K 24,980 +24,980 New
MML Investors Services
25
MML Investors Services
Massachusetts
$821K 24,026 -19,210 -44%
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