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First Trust Dorsey Wright International Focus 5 ETF
IFV

66 hedge funds and large institutions have $593M invested in First Trust Dorsey Wright International Focus 5 ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 1

1,450% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 2

359% more capital invested

Capital invested by funds: $129M → $593M (+$464M)

78% more funds holding

Funds holding: 37 → 66 (+29)

Holders
66
Holders Change
+29
Holders Change %
+78.38%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
33
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$143M
2
Wells Fargo
Wells Fargo
California
+$109M
3
UBS Group
UBS Group
Switzerland
+$69.1M
4
LPL Financial
LPL Financial
California
+$30.7M
5
Bank of America
Bank of America
North Carolina
+$21.1M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$8.89M
2
ICAS
Investors Capital Advisory Services
Massachusetts
-$228K
3
Creative Planning
Creative Planning
Kansas
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$1.92M +$1.82M +90,065 +1,119%
WA
27
WFG Advisors
Texas
$1.77M +$1.54M +76,350 +538%
TFA
28
Transamerica Financial Advisors
Florida
$1.58M +$1.57M +77,708 +2,590%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$1.54M +$1.58M +78,219 +14,899%
AI
30
Atria Investments
North Carolina
$1.33M +$775K +38,365 +128%
PFS
31
Prospera Financial Services
Texas
$1.28M +$1.32M +65,322 New
SHA
32
Smith Hayes Advisers
Nebraska
$1.18M +$1.22M +60,535 New
SFG
33
SNS Financial Group
Minnesota
$1.1M +$1.13M +56,116 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$993K +$654K +32,390 +176%
CA
35
Cetera Advisors
Colorado
$951K +$699K +34,613 +256%
SI
36
Stephens Inc
Arkansas
$898K +$650K +32,185 +234%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$875K +$904K +44,761 New
ASN
38
Advisory Services Network
Georgia
$806K +$833K +41,237 New
SS
39
Simplicity Solutions
Minnesota
$793K +$820K +40,587 New
RIA
40
Regal Investment Advisors
Michigan
$740K +$766K +37,915 New
SPC
41
Sigma Planning Corp
Michigan
$704K +$727K +36,007 New
PAG
42
Private Advisor Group
New Jersey
$674K +$276K +13,646 +65%
IH
43
IFC Holdings
Florida
$671K +$226K +11,192 +50%
OMC
44
Old Mission Capital
Illinois
$657K +$679K +33,610 New
JIP
45
Jaffetilchin Investment Partners
Florida
$559K +$139K +6,881 +32%
VF
46
Virtu Financial
New York
$520K +$538K +26,619 New
NA
47
NewEdge Advisors
Louisiana
$490K +$506K +25,079 New
OC
48
Oppenheimer & Co
New York
$482K +$498K +24,663 New
AIM
49
Aspen Investment Management
Michigan
$450K +$97.8K +4,843 +27%
AP
50
Atwood & Palmer
Missouri
$416K +$430K +21,305 New
1
2
3

IFV Hedge Fund Activity: Q2 2015 in Review

66 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q2 2015, worth a combined $593M — up 359% from $129M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IFV positions and 2 closed out — a net gain of 29 holders — while 33 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $143M. The largest seller was Credit Suisse, cutting an estimated $8.89M.

  • 66 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q2 2015, up from 37 in Q1 2015.
  • Funds reported $593M of First Trust Dorsey Wright International Focus 5 ETF stock for Q2 2015, up 359% quarter-over-quarter.
  • 31 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q2 2015 and 2 closed out, a net change of +29 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q2 2015 was Morgan Stanley, an estimated $143M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q2 2015 was Credit Suisse, an estimated $8.89M sold.

Based on aggregated 13F filings for Q2 2015.