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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

51 hedge funds and large institutions have $148M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
12
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$2.28M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.47M
3
AI
3
Atria Investments
North Carolina
$3.65M
4
CAS
4
Cascadia Advisory Services
Oregon
$4.59M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.24M

Top Sellers

1
IA
1
IFG Advisory
Georgia
$0
2
CG
2
Clarus Group
Texas
$3.11M
3
LPL Financial
3
LPL Financial
California
$27.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.3M
5
UBS Group
5
UBS Group
Switzerland
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.3M 751,857 -32,617 -4%
LPL Financial
2
LPL Financial
California
$27.1M 745,588 -82,284 -10%
UBS Group
3
UBS Group
Switzerland
$25M 688,809 -28,972 -4%
RJA
4
Raymond James & Associates
Florida
$7.19M 197,835 -8,387 -4%
PFS
5
Prospera Financial Services
Texas
$5.5M 151,388 -2,990 -2%
CAS
6
Cascadia Advisory Services
Oregon
$4.59M 126,453 +13,984 +12%
Wells Fargo
7
Wells Fargo
California
$3.86M 106,311 -6,179 -5%
AI
8
Atria Investments
North Carolina
$3.65M 100,497 +19,919 +25%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$3.58M 98,495 -4,739 -5%
CG
10
Clarus Group
Texas
$3.11M 85,990 -86,853 -50%
PAG
11
Private Advisor Group
New Jersey
$2.98M 81,988 -3,420 -4%
Bank of America
12
Bank of America
North Carolina
$2.98M 81,989 -3,717 -4%
CFD
13
Creative Financial Designs
Indiana
$2.92M 80,346 -3,555 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.59M 71,329 -1,625 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.47M 68,051 +59,120 +662%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.31M 63,546 +229 +0.4%
Truist Financial
17
Truist Financial
North Carolina
$2.28M 62,762 +62,762 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.24M 61,660 +13,825 +29%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.62M 44,616 +1,369 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.55M 42,622 +890 +2%
OIA
21
OneDigital Investment Advisors
Kansas
$1.53M 42,017 -937 -2%
GWM
22
Geneos Wealth Management
Colorado
$1.42M 39,032 -1,354 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.37M 37,555 -8,258 -18%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$1.21M 33,325 – –
OMC
25
Old Mission Capital
Illinois
$1.13M 31,096 +6,116 +24%
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