First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
64 hedge funds and large institutions have $197M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $163M → $197M (+$33.4M)
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
8% more funds holding
Funds holding: 59 → 64 (+5)
3.31% more ownership
Funds ownership: 70.73% → 74.05% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$8.04M |
| 2 |
Morgan Stanley
New York
|
+$4.5M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$3.29M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.02M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.05M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$724K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$609K |
| 4 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$585K |
| 5 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$493K |
FVC Hedge Fund Activity: Q4 2022 in Review
64 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2022, worth a combined $197M — up 20% from $163M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FVC positions and 5 closed out — a net gain of 6 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was RiverTree Advisors, opening a new position worth an estimated $8.04M. The largest seller was Raymond James & Associates, cutting an estimated $1.05M.
- 64 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2022, up from 59 in Q3 2022.
- Funds reported $197M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 11 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2022 and 5 closed out, a net change of +6 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2022 was RiverTree Advisors, an estimated $8.04M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2022 was Raymond James & Associates, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2022.