We are live on ! Find out more
FVC icon

First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

55 hedge funds and large institutions have $79.1M invested in First Trust Dorsey Wright Dynamic Focus 5 ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 53 → 55 (+2)

0.5% more ownership

Funds ownership: 59.44% → 59.94% (+0.5%)

4% less capital invested

Capital invested by funds: $82.5M → $79.1M (-$3.46M)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$3.91M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.71M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$536K
4
Osaic Holdings
Osaic Holdings
Arizona
+$434K
5
CPIG
Chicago Partners Investment Group
Illinois
+$246K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.17M
2
UBS Group
UBS Group
Switzerland
-$551K
3
Morgan Stanley
Morgan Stanley
New York
-$499K
4
KAS
Kestra Advisory Services
Texas
-$463K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$412K

FVC Hedge Fund Activity: Q1 2025 in Review

55 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) for Q1 2025, worth a combined $79.1M — down 4.2% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FVC positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $3.91M. The largest seller was LPL Financial, cutting an estimated $2.17M.

  • 55 institutional investors held First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) as of Q1 2025, up from 53 in Q4 2024.
  • Funds reported $79.1M of First Trust Dorsey Wright Dynamic Focus 5 ETF stock for Q1 2025, down 4.2% quarter-over-quarter.
  • 6 funds opened new First Trust Dorsey Wright Dynamic Focus 5 ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF buyer in Q1 2025 was Raymond James Financial, an estimated $3.91M added.
  • The largest First Trust Dorsey Wright Dynamic Focus 5 ETF seller in Q1 2025 was LPL Financial, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2025.