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First Trust Dorsey Wright International Focus 5 ETF
IFV

58 hedge funds and large institutions have $141M invested in First Trust Dorsey Wright International Focus 5 ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

4% more funds holding

Funds holding: 56 → 58 (+2)

0.03% more ownership

Funds ownership: 75.35% → 75.38% (+0.03%)

4% less capital invested

Capital invested by funds: $147M → $141M (-$6.4M)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$360K
2
Jane Street
Jane Street
New York
+$301K
3
Bank of America
Bank of America
North Carolina
+$292K
4
CIA
Concurrent Investment Advisors
Florida
+$121K
5
GI
GAMMA Investing
California
+$87.8K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.26M
2
Goldman Sachs
Goldman Sachs
New York
-$531K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$479K
4
Osaic Holdings
Osaic Holdings
Arizona
-$459K
5
SAG
SageView Advisory Group
California
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
26
Barnes Pettey Financial Advisors
Mississippi
$511K -$14.6K -738 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$398K +$51.7K +2,617 +15%
Goldman Sachs
28
Goldman Sachs
New York
$338K -$531K -26,892 -61%
Jane Street
29
Jane Street
New York
$300K +$301K +15,242 New
SA
30
Sanctuary Advisors
Indiana
$294K +$299K +15,152 New
FIM
31
Freedom Investment Management
Connecticut
$292K +$30.8K +1,558 +12%
P
32
&Partners
Tennessee
$273K – – –
BF
33
BOK Financial
Oklahoma
$251K – – –
DADC
34
D.A. Davidson & Co
Montana
$244K -$42K -2,125 -15%
SPIA
35
Steward Partners Investment Advisory
New York
$234K -$43.3K -2,191 -16%
PAG
36
Private Advisor Group
New Jersey
$230K -$10.4K -528 -4%
GI
37
GAMMA Investing
California
$87.5K +$87.8K +4,447 New
Comerica Bank
38
Comerica Bank
Texas
$75.4K -$8.45K -428 -10%
HCP
39
Hexagon Capital Partners
Arkansas
$61.5K – – –
CHC
40
City Holding Co
West Virginia
$29.5K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$29.2K +$987 +50 +3%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$28.6K +$13.1K +663 +84%
EW
43
Element Wealth
Mississippi
$28.4K – – –
CIAS
44
Capital Investment Advisory Services
North Carolina
$25.4K – – –
FFA
45
Founders Financial Alliance
North Carolina
$24.2K +$1.15K +58 +5%
IAIM
46
International Assets Investment Management
Florida
$21K +$21.1K +1,068 New
CA
47
Crewe Advisors
Utah
$11.2K +$11.2K +567 New
NB
48
NBT Bank
New York
$10.7K – – –
MIM
49
MTM Investment Management
South Carolina
$7.99K – – –
SC
50
SouthState Corp
Florida
$3.01K +$3.02K +153 New
1
2
3

IFV Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q2 2024, worth a combined $141M — down 4.3% from $147M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IFV positions and 5 closed out — a net gain of 3 holders — while 13 added to existing stakes and 23 trimmed.

The largest buyer was Wells Fargo, adding an estimated $360K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.26M.

  • 58 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $141M of First Trust Dorsey Wright International Focus 5 ETF stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 8 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q2 2024 was Wells Fargo, an estimated $360K added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2024.