First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
56 hedge funds and large institutions have $147M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $135M → $147M (+$12.1M)
6% more funds holding
Funds holding: 53 → 56 (+3)
1.89% more ownership
Funds ownership: 63.25% → 65.13% (+1.9%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.54M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$4.65M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.01M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$476K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.96M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$827K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$792K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$723K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$638K |
FVC Hedge Fund Activity: Q4 2021 in Review
56 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2021, worth a combined $147M — up 9% from $135M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FVC positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.54M. The largest seller was UBS Group, cutting an estimated $5.96M.
- 56 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2021, up from 53 in Q3 2021.
- Funds reported $147M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2021, up 9% quarter-over-quarter.
- 8 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2021 and 4 closed out, a net change of +4 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2021 was Wells Fargo, an estimated $7.54M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2021 was UBS Group, an estimated $5.96M sold.
Based on aggregated 13F filings for Q4 2021.