Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF (FVC)

44 + Investors. Track Smart Money conviction in FVC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
3Q ▼
Buyers last Q
29%

Smart Money Signals — FVC

Based on 44 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their FVC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
44 funds currently hold this stock — 76% of the 3.0-year high of 58 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold FVC compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 29% buying

11 buying27 selling
Last quarter: 27 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 0 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

77% of holders stayed for 2+ years

■ 77% conviction (2yr+) ■ 18% medium ■ 5% new
34 out of 44 hedge funds have held FVC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

7 → 5 → 4 → 0 → 3 new funds/Q
New funds entering each quarter: 5 → 4 → 0 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 14% 1-2yr ■ 11% new
Of 44 current holders: 33 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
9 of 44 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in FVC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FVC

How many hedge funds hold FVC — quarterly history vs. share price
Quarterly hedge fund ownership of FVC vs. share price

Market Analysis: FVC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FVC

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: FVC
2026 Q1 Stats Unlock in 19 days 44 + Investors

Track Smart Money conviction in FVC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 44 45 -2.22%
13F Shares 2M 2M -6.29%
Total Value $60M $63M -5.5%
New Positions 3 0 +3
Increased Positions 8 10 -2
Closed Positions 4 5 -1
Reduced Positions 23 24 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FVC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FVC. Verified SEC 13F-HR filings.

Top 15 institutional holders of FVC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trueblood Wealth Management, LLC 0.21% 15,686 $546K
2 Prospera Financial Services Inc 0.14% 257,964 $9.0M
3 PCG Wealth Advisors, LLC 0.13% 15,068 $525K
4 Holos Integrated Wealth LLC 0.12% 6,901 $244K
5 Proactive Wealth Strategies LLC 0.11% 16,709 $582K
6 NBT BANK N A /NY 0.03% 11,055 $385K
7 PRIVATE TRUST CO NA 0.01% 3,442 $120K
8 OPPENHEIMER & CO INC 0.01% 19,875 $692K
9 Private Advisor Group, LLC 0.00% 18,462 $643K
10 Janney Montgomery Scott LLC 0.00% 33,382 $1K
11 Kestra Advisory Services, LLC 0.00% 16,024 $558K
12 Key FInancial Inc 0.00% 221 $8K
13 Cambridge Investment Research Advisors, Inc. 0.00% 9,569 —
14 NBC SECURITIES, INC. 0.00% 162 $6K
15 Farther Finance Advisors, LLC 0.00% 81 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF (FVC)

What does the Smart Money Trend signal show for FVC?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their FVC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FVC?

Heavy selling pressure — only 29% buying: Last quarter: 27 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FVC holders?

Elite ownership — 55% AUM from top-100 funds: 9 of 44 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in FVC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FVC?

77% of holders stayed for 2+ years: 34 out of 44 hedge funds have held FVC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.