First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
54 hedge funds and large institutions have $112M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 54 → 54 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1.65% less ownership
Funds ownership: 65.08% → 63.43% (-1.7%)
16% less capital invested
Capital invested by funds: $134M → $112M (-$21.3M)
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$9.85M |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$1.98M |
| 3 |
NB
NBT Bank
Norwich,
New York
|
+$539K |
| 4 |
EPA
Element Pointe Advisors
Miami,
Florida
|
+$245K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.7M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.28M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.27M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.27M |
FVC Hedge Fund Activity: Q4 2023 in Review
54 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q4 2023, worth a combined $112M — down 16% from $134M a quarter earlier.
Fund positioning in FVC was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 26 trimmed.
The largest buyer was Prospera Financial Services, adding an estimated $9.85M. The largest seller was Morgan Stanley, cutting an estimated $18.1M.
- 54 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $112M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q4 2023, down 16% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q4 2023 and 6 closed out, a net change of 0 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q4 2023 was Prospera Financial Services, an estimated $9.85M added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q4 2023 was Morgan Stanley, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2023.