First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
57 hedge funds and large institutions have $102M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
6% more funds holding
Funds holding: 54 → 57 (+3)
2.12% less ownership
Funds ownership: 63.43% → 61.31% (-2.1%)
9% less capital invested
Capital invested by funds: $112M → $102M (-$10.6M)
66% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$759K |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$321K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$306K |
| 4 |
ACMA
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
+$283K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.14M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$3.39M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.09M |
| 4 |
Morgan Stanley
New York
|
-$1.67M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.62M |
FVC Hedge Fund Activity: Q1 2024 in Review
57 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2024, worth a combined $102M — down 9.5% from $112M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FVC positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 29 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $759K. The largest seller was Atria Investments, exiting entirely with an estimated $4.14M sold.
- 57 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2024, up from 54 in Q4 2023.
- Funds reported $102M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2024, down 9.5% quarter-over-quarter.
- 5 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2024 was Citadel Advisors, an estimated $759K added.
- The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2024 was Atria Investments, an estimated $4.14M sold.
Based on aggregated 13F filings for Q1 2024.