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First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Overview Fund Activity

64 hedge funds and large institutions have $179M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.2M
2
Bank of America
2
Bank of America
North Carolina
$6.55M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.74M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.59M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$726K

Top Sellers

1
RA
1
RiverTree Advisors
Florida
$831K
2
Wells Fargo
2
Wells Fargo
California
$8.7M
3
UBS Group
3
UBS Group
Switzerland
$18.8M
4
CFD
4
Creative Financial Designs
Indiana
$188K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.08M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.2M 1,432,677 +370,810 +35%
LPL Financial
2
LPL Financial
California
$22.9M 694,000 +3,693 +0.5%
UBS Group
3
UBS Group
Switzerland
$18.8M 570,585 -57,464 -9%
Mariner
4
Mariner
Kansas
$13.6M 411,143 -29,104 -7%
AI
5
Atria Investments
North Carolina
$13M 394,307 -22,456 -5%
Wells Fargo
6
Wells Fargo
California
$8.7M 263,721 -65,370 -20%
Bank of America
7
Bank of America
North Carolina
$6.55M 198,691 +32,455 +20%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.03M 182,746 +378 +0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.08M 154,009 -44,407 -22%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.28M 129,769 +1,873 +1%
PFS
11
Prospera Financial Services
Texas
$3.89M 117,991 -14,198 -11%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.74M 113,414 +29,685 +35%
RJA
13
Raymond James & Associates
Florida
$3.56M 108,013 -7,882 -7%
PAG
14
Private Advisor Group
New Jersey
$3.07M 93,093 +4,962 +6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.59M 48,063 +25,839 +116%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.41M 42,651 -2,116 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.37M 41,519 -1,525 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.03M 31,357 -3,904 -11%
OIA
19
OneDigital Investment Advisors
Kansas
$969K 29,391 -175 -0.6%
MML Investors Services
20
MML Investors Services
Massachusetts
$844K 25,582 +1,289 +5%
RA
21
RiverTree Advisors
Florida
$831K 25,201 -202,730 -89%
OC
22
Oppenheimer & Co
New York
$779K 23,627 +200 +0.9%
Truist Financial
23
Truist Financial
North Carolina
$759K 23,012 -541 -2%
GWM
24
Geneos Wealth Management
Colorado
$745K 22,602 +707 +3%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$726K 22,080 +22,080 New
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