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First Trust Dorsey Wright International Focus 5 ETF
IFV

63 hedge funds and large institutions have $131M invested in First Trust Dorsey Wright International Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

46% more capital invested

Capital invested by funds: $90.1M → $131M (+$41.3M)

9% more funds holding

Funds holding: 58 → 63 (+5)

7.8% more ownership

Funds ownership: 65.04% → 72.84% (+7.8%)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
17
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
+$16.5M
2
LPL Financial
LPL Financial
California
+$9.68M
3
Morgan Stanley
Morgan Stanley
New York
+$7.5M
4
NA
NewEdge Advisors
Louisiana
+$7.02M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$986K
2
Bank of America
Bank of America
North Carolina
-$919K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$701K
4
DADC
D.A. Davidson & Co
Montana
-$617K
5
AWA
Arkadios Wealth Advisors
Georgia
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$560K -$19.4K -1,174 -3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$530K -$148K -8,947 -22%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$363K -$72.9K -4,400 -17%
AAS
29
Ameritas Advisory Services
Nebraska
$322K +$151K +9,091 +90%
FIM
30
Freedom Investment Management
Connecticut
$320K +$15.2K +920 +5%
P
31
&Partners
Tennessee
$307K -$154K -9,293 -34%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$293K +$57.1K +3,449 +25%
KAS
33
Kestra Advisory Services
Texas
$274K +$22.7K +1,372 +9%
BF
34
BOK Financial
Oklahoma
$214K – – –
SG
35
StoneX Group
New York
$194K +$192K +11,603 New
ATPW
36
Ashton Thomas Private Wealth
Arizona
$179K +$177K +10,712 New
Goldman Sachs
37
Goldman Sachs
New York
$178K +$177K +10,669 New
LMKC
38
L.M. Kohn & Company
Ohio
$175K -$4.97K -300 -3%
SCA
39
Snowden Capital Advisors
New York
$171K -$4.95K -299 -3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$170K +$169K +10,180 New
CA
41
Claro Advisors
Massachusetts
$170K -$27.3K -1,650 -14%
TRCT
42
Tower Research Capital (TRC)
New York
$62K +$15.7K +950 +35%
HCP
43
Hexagon Capital Partners
Arkansas
$52.3K -$1.79K -108 -3%
CHC
44
City Holding Co
West Virginia
$25.1K – – –
PTC
45
Private Trust Company
Ohio
$25K – – –
CIAS
46
Capital Investment Advisory Services
North Carolina
$21.6K – – –
FFA
47
Founders Financial Alliance
North Carolina
$20.4K – – –
IA
48
IFP Advisors
Florida
$16K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$11.5K +$99 +6 +0.9%
Creative Planning
50
Creative Planning
Kansas
$8.06K +$7.99K +482 New
1
2
3

IFV Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2022, worth a combined $131M — up 46% from $90.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IFV positions and 7 closed out — a net gain of 7 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Prospera Financial Services, adding an estimated $16.5M. The largest seller was Raymond James & Associates, cutting an estimated $986K.

  • 63 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $131M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2022, up 46% quarter-over-quarter.
  • 14 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2022 and 7 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2022 was Prospera Financial Services, an estimated $16.5M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2022 was Raymond James & Associates, an estimated $986K sold.

Based on aggregated 13F filings for Q4 2022.