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First Trust Dorsey Wright International Focus 5 ETF
IFV

54 hedge funds and large institutions have $151M invested in First Trust Dorsey Wright International Focus 5 ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $141M → $151M (+$10.1M)

0.52% more ownership

Funds ownership: 75.38% → 75.9% (+0.52%)

7% less funds holding

Funds holding: 58 → 54 (-4)

30% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 20

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.34M
2
Wells Fargo
Wells Fargo
California
+$1.94M
3
CIA
Concurrent Investment Advisors
Florida
+$290K
4
MML Investors Services
MML Investors Services
Massachusetts
+$236K
5
NA
NewEdge Advisors
Louisiana
+$154K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.1M
2
GCA
Genesee Capital Advisors
New York
-$455K
3
UBS Group
UBS Group
Switzerland
-$441K
4
Citadel Advisors
Citadel Advisors
Florida
-$398K
5
RJA
Raymond James & Associates
Florida
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
26
Barnes Pettey Financial Advisors
Mississippi
$536K -$10.6K -523 -2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$430K -$357K -17,681 -46%
P
28
&Partners
Tennessee
$292K – – –
BF
29
BOK Financial
Oklahoma
$263K – – –
SPIA
30
Steward Partners Investment Advisory
New York
$245K -$5.33K -264 -2%
DADC
31
D.A. Davidson & Co
Montana
$235K -$25.8K -1,275 -10%
SA
32
Sanctuary Advisors
Indiana
$233K -$66.7K -3,301 -22%
PAG
33
Private Advisor Group
New Jersey
$223K -$22.2K -1,097 -9%
FIM
34
Freedom Investment Management
Connecticut
$205K -$103K -5,095 -34%
GI
35
GAMMA Investing
California
$93.6K – – –
Comerica Bank
36
Comerica Bank
Texas
$80.7K – – –
HCP
37
Hexagon Capital Partners
Arkansas
$65.8K – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$39.3K +$7.74K +383 +26%
CHC
39
City Holding Co
West Virginia
$31.6K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$30.6K – – –
EW
41
Element Wealth
Mississippi
$30.3K – – –
FFA
42
Founders Financial Alliance
North Carolina
$25.9K – – –
IA
43
IFP Advisors
Florida
$14.7K +$13.4K +663 +1,842%
AWM
44
Avior Wealth Management
Nebraska
$11.7K +$11.2K +556 New
NB
45
NBT Bank
New York
$11.4K – – –
MIM
46
MTM Investment Management
South Carolina
$8.41K – – –
PP
47
PFS Partners
New Jersey
$4.74K +$4.54K +225 New
ACA
48
Aptus Capital Advisors
Alabama
$1.89K – – –
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.89K – – –
FCM
50
Fourpath Capital Management
Oklahoma
$1.73K +$1.66K +82 New
1
2
3

IFV Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q3 2024, worth a combined $151M — up 7.1% from $141M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IFV and 3 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, adding an estimated $2.34M. The largest seller was Morgan Stanley, cutting an estimated $1.1M.

  • 54 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q3 2024, down from 58 in Q2 2024.
  • Funds reported $151M of First Trust Dorsey Wright International Focus 5 ETF stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 3 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q3 2024 and 7 closed out, a net change of -4 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q3 2024 was Jane Street, an estimated $2.34M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q3 2024 was Morgan Stanley, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2024.