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First Trust Dorsey Wright International Focus 5 ETF

87 hedge funds and large institutions have $630M invested in First Trust Dorsey Wright International Focus 5 ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

7% more funds holding

Funds holding: 8187 (+6)

4% more capital invested

Capital invested by funds: $607M → $630M (+$23.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5.45% less ownership

Funds ownership: 72.57%67.12% (-5.5%)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
43
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$2.85M +$88.4K +3,868 +3%
SG
27
Strid Group
Pennsylvania
$2.36M -$102K -4,444 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.15M -$106K -4,658 -5%
CA
29
Calton & Associates
Florida
$2.07M -$84.1K -3,679 -4%
BTS
30
BB&T Securities
Virginia
$2.04M -$74K -3,238 -3%
CA
31
Cetera Advisors
Colorado
$1.79M +$315K +13,772 +21%
NA
32
NewEdge Advisors
Louisiana
$1.58M +$82.5K +3,611 +5%
LA
33
LexAurum Advisors
Kansas
$1.57M +$212K +9,256 +15%
CAN
34
Cetera Advisor Networks
California
$1.37M +$99.6K +4,358 +8%
WS
35
Wedbush Securities
California
$1.13M -$8.96K -392 -0.8%
CCB
36
Cutter & Co Brokerage
Missouri
$1.04M +$32.9K +1,440 +3%
SFG
37
SNS Financial Group
Minnesota
$1.02M -$110K -4,800 -9%
FAAS
38
First Allied Advisory Services
California
$878K +$788K +34,488 +680%
AIM
39
Advantage Investment Management
Iowa
$841K -$6.97K -305 -0.8%
JIP
40
Jaffetilchin Investment Partners
Florida
$764K +$786K +34,383 New
SPC
41
Sigma Planning Corp
Michigan
$717K +$258K +11,310 +54%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$655K +$77.8K +3,404 +13%
Citigroup
43
Citigroup
New York
$653K +$46.6K +2,041 +7%
FHC
44
First Heartland Consultants
Missouri
$555K +$260K +11,380 +84%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$532K +$548K +23,964 New
BRWA
46
B. Riley Wealth Advisors
Florida
$503K +$180K +7,889 +54%
GFPC
47
Global Financial Private Capital
Florida
$472K +$85.7K +3,751 +21%
FA
48
FDx Advisors
Illinois
$439K +$16.4K +717 +4%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$433K +$3.11K +136 +0.7%
QCIG
50
Quad-Cities Investment Group
Iowa
$420K +$431K +18,880 New

IFV Hedge Fund Activity: Q1 2018 in Review

87 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q1 2018, worth a combined $630M — up 3.9% from $607M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IFV positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.33M. The largest seller was UBS Group, cutting an estimated $4.43M.

  • 87 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q1 2018, up from 81 in Q4 2017.
  • Funds reported $630M of First Trust Dorsey Wright International Focus 5 ETF stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 15 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q1 2018 and 8 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q1 2018 was Wells Fargo, an estimated $8.33M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q1 2018 was UBS Group, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2018.