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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

53 hedge funds and large institutions have $135M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.47M
2
Citadel Advisors
2
Citadel Advisors
Florida
$518K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.85M
4
FTUS
4
Flow Traders U.S.
New York
$255K
5
Wells Fargo
5
Wells Fargo
California
$3.98M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$21.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.1M
3
CG
3
Clarus Group
Texas
$1.07M
4
Truist Financial
4
Truist Financial
North Carolina
$1.43M
5
RJA
5
Raymond James & Associates
Florida
$6.29M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$26M 741,060 -4,528 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$24.1M 685,150 -66,707 -9%
UBS Group
3
UBS Group
Switzerland
$21.7M 617,380 -71,429 -10%
RJA
4
Raymond James & Associates
Florida
$6.29M 178,957 -18,878 -10%
PFS
5
Prospera Financial Services
Texas
$5.47M 155,739 +4,351 +3%
CAS
6
Cascadia Advisory Services
Oregon
$4.5M 128,007 +1,554 +1%
Wells Fargo
7
Wells Fargo
California
$3.98M 113,120 +6,809 +6%
AI
8
Atria Investments
North Carolina
$3.73M 106,238 +5,741 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.47M 98,790 +35,244 +55%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$3.39M 96,538 -1,957 -2%
PAG
11
Private Advisor Group
New Jersey
$2.87M 81,641 -347 -0.4%
Bank of America
12
Bank of America
North Carolina
$2.87M 81,588 -401 -0.5%
CFD
13
Creative Financial Designs
Indiana
$2.68M 76,222 -4,124 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.49M 70,740 -589 -0.8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.85M 52,552 +9,930 +23%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.75M 49,676 -18,375 -27%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.59M 45,174 -16,486 -27%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.52M 43,356 -1,260 -3%
OIA
19
OneDigital Investment Advisors
Kansas
$1.45M 41,271 -746 -2%
Truist Financial
20
Truist Financial
North Carolina
$1.43M 40,748 -22,014 -35%
GWM
21
Geneos Wealth Management
Colorado
$1.36M 38,399 -633 -2%
KFGK
22
Keystone Financial Group (Kentucky)
Kentucky
$1.1M 31,148 -2,177 -7%
CG
23
Clarus Group
Texas
$1.07M 30,466 -55,524 -65%
OC
24
Oppenheimer & Co
New York
$697K 19,824 +169 +0.9%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$676K 19,240 -18,315 -49%
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