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First Trust Dorsey Wright International Focus 5 ETF
IFV

55 hedge funds and large institutions have $169M invested in First Trust Dorsey Wright International Focus 5 ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $131M → $169M (+$38M)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

5.98% more ownership

Funds ownership: 72.84% → 78.82% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less funds holding

Funds holding: 63 → 55 (-8)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
55
Holders Change
-8
Holders Change %
-12.7%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
19
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$14.3M
2
Morgan Stanley
Morgan Stanley
New York
+$8.5M
3
NA
NewEdge Advisors
Louisiana
+$4.81M
4
Wells Fargo
Wells Fargo
California
+$1.48M
5
PFS
Prospera Financial Services
Texas
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
DADC
D.A. Davidson & Co
Montana
-$2.87M
2
Jane Street
Jane Street
New York
-$1.54M
3
IAIM
International Assets Investment Management
Florida
-$1.19M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$323K -$6.94K -405 -2%
P
27
&Partners
Tennessee
$316K – – –
PAG
28
Private Advisor Group
New Jersey
$283K +$34 +2 +0%
DADC
29
D.A. Davidson & Co
Montana
$267K -$2.87M -167,383 -92%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$252K -$49.6K -2,892 -17%
KAS
31
Kestra Advisory Services
Texas
$225K -$57.3K -3,343 -20%
BF
32
BOK Financial
Oklahoma
$220K – – –
Goldman Sachs
33
Goldman Sachs
New York
$184K – – –
LMKC
34
L.M. Kohn & Company
Ohio
$180K – – –
SCA
35
Snowden Capital Advisors
New York
$177K +$377 +22 +0.2%
CA
36
Claro Advisors
Massachusetts
$175K +$17 +1 +0%
AAS
37
Ameritas Advisory Services
Nebraska
$166K -$165K -9,613 -50%
SPIA
38
Steward Partners Investment Advisory
New York
$116K +$116K +6,748 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$91K -$596K -34,782 -87%
HCP
40
Hexagon Capital Partners
Arkansas
$53.9K – – –
CHC
41
City Holding Co
West Virginia
$25.8K – – –
PTC
42
Private Trust Company
Ohio
$25.4K – – –
CIAS
43
Capital Investment Advisory Services
North Carolina
$22.3K – – –
FFA
44
Founders Financial Alliance
North Carolina
$19.4K -$1.97K -115 -9%
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$14K +$14.1K +825 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$11.9K +$17 +1 +0.1%
AP
47
Atwood & Palmer
Missouri
$7.59K – – –
MIM
48
MTM Investment Management
South Carolina
$7K – – –
ACA
49
Aptus Capital Advisors
Alabama
$4.16K – – –
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.16K – – –
1
2
3

IFV Hedge Fund Activity: Q1 2023 in Review

55 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q1 2023, worth a combined $169M — up 29% from $131M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of IFV and 5 opened new positions — a net loss of 7 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $14.3M. The largest seller was D.A. Davidson & Co, cutting an estimated $2.87M.

  • 55 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q1 2023, down from 63 in Q4 2022.
  • Funds reported $169M of First Trust Dorsey Wright International Focus 5 ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 5 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q1 2023 and 12 closed out, a net change of -7 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q1 2023 was Raymond James Financial Services Advisors, an estimated $14.3M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q1 2023 was D.A. Davidson & Co, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2023.