We are live on ! Find out more
IFV icon

First Trust Dorsey Wright International Focus 5 ETF
IFV

81 hedge funds and large institutions have $607M invested in First Trust Dorsey Wright International Focus 5 ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

23% more funds holding

Funds holding: 66 → 81 (+15)

12% more capital invested

Capital invested by funds: $541M → $607M (+$66.1M)

3.88% more ownership

Funds ownership: 68.69% → 72.57% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
32
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.78M
2
Bank of America
Bank of America
North Carolina
+$7.72M
3
Morgan Stanley
Morgan Stanley
New York
+$6.55M
4
UBS Group
UBS Group
Switzerland
+$4.44M
5
AP
Atwood & Palmer
Missouri
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.15M
2
LPL Financial
LPL Financial
California
-$942K
3
VF
Virtu Financial
New York
-$904K
4
JIP
Jaffetilchin Investment Partners
Florida
-$590K
5
PAG
Private Advisory Group
Washington
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
26
Strid Group
Pennsylvania
$2.44M – – –
Stifel Financial
27
Stifel Financial
Missouri
$2.34M -$187K -8,594 -8%
CA
28
Calton & Associates
Florida
$2.31M +$2.11M +96,914 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.26M +$677K +31,076 +44%
BTS
30
BB&T Securities
Virginia
$2.12M +$31.6K +1,452 +2%
NA
31
NewEdge Advisors
Louisiana
$1.59M +$558K +25,601 +59%
CA
32
Cetera Advisors
Colorado
$1.48M +$311K +14,254 +27%
LA
33
LexAurum Advisors
Kansas
$1.44M +$1.34M +61,357 New
CAN
34
Cetera Advisor Networks
California
$1.27M +$732K +33,616 +144%
WS
35
Wedbush Securities
California
$1.14M +$547K +25,111 +96%
SFG
36
SNS Financial Group
Minnesota
$1.13M -$46.2K -2,120 -4%
CCB
37
Cutter & Co Brokerage
Missouri
$1.01M +$989K +45,387 New
SI
38
SII Investments
Wisconsin
$903K +$122K +5,604 +16%
AIM
39
Advantage Investment Management
Iowa
$849K -$5.58K -256 -0.7%
Citigroup
40
Citigroup
New York
$609K +$100K +4,601 +20%
AIP
41
Almanack Investment Partners
Pennsylvania
$606K +$594K +27,247 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$580K +$235K +10,772 +70%
SPC
43
Sigma Planning Corp
Michigan
$466K +$153K +7,001 +50%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$431K -$6.78K -311 -2%
FA
45
FDx Advisors
Illinois
$424K -$66.9K -3,070 -14%
CWA
46
Clarus Wealth Advisors
Arizona
$406K +$397K +18,225 New
MC
47
Moors & Cabot
Massachusetts
$401K – – –
GFPC
48
Global Financial Private Capital
Florida
$389K -$52.9K -2,428 -12%
AWA
49
Acorn Wealth Advisors
Michigan
$352K +$331K +15,211 New
BRWA
50
B. Riley Wealth Advisors
Florida
$328K -$58.8K -2,700 -15%
1
2
3 4

IFV Hedge Fund Activity: Q4 2017 in Review

81 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2017, worth a combined $607M — up 12% from $541M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IFV positions and 8 closed out — a net gain of 15 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.78M. The largest seller was Ameriprise, exiting entirely with an estimated $1.15M sold.

  • 81 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2017, up from 66 in Q3 2017.
  • Funds reported $607M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 23 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2017 and 8 closed out, a net change of +15 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2017 was Wells Fargo, an estimated $8.78M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2017 was Ameriprise, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2017.