First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
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.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% less funds holding
Funds holding: 65 → 64 (-1)
4.72% less ownership
Funds ownership: 74.05% → 69.32% (-4.7%)
9% less capital invested
Capital invested by funds: $197M → $179M (-$17.1M)
32% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 28
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$7.02M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.26M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.99M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$1.96M |
FVC Hedge Fund Activity: Q1 2023 in Review
64 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2023, worth a combined $179M — down 8.7% from $197M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FVC positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was RiverTree Advisors, cutting an estimated $7.02M.
- 64 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2023, down from 65 in Q4 2022.
- Funds reported $179M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2023, down 8.7% quarter-over-quarter.
- 8 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2023 and 7 closed out, a net change of +1 holder.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2023 was Morgan Stanley, an estimated $12.8M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2023 was RiverTree Advisors, an estimated $7.02M sold.
Based on aggregated 13F filings for Q1 2023.