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First Trust Dorsey Wright International Focus 5 ETF
IFV

52 hedge funds and large institutions have $132M invested in First Trust Dorsey Wright International Focus 5 ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% more ownership

Funds ownership: 75.9% → 76.71% (+0.82%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less funds holding

Funds holding: 54 → 52 (-2)

12% less capital invested

Capital invested by funds: $151M → $132M (-$18.5M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$13.4M
2
NA
NewEdge Advisors
Louisiana
+$313K
3
Bank of America
Bank of America
North Carolina
+$298K
4
TWM
Trueblood Wealth Management
Ohio
+$179K
5
LPL Financial
LPL Financial
California
+$139K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.4M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.11M
3
Wells Fargo
Wells Fargo
California
-$726K
4
Jane Street
Jane Street
New York
-$483K
5
P
&Partners
Tennessee
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
26
Barnes Pettey Financial Advisors
Mississippi
$485K -$2.99K -150 -0.6%
KPWS
27
Kestra Private Wealth Services
Texas
$456K -$98.8K -4,960 -17%
CCP
28
Cushing Capital Partners
Wisconsin
$406K +$422K +21,172 New
SPIA
29
Steward Partners Investment Advisory
New York
$282K +$61.9K +3,105 +27%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$279K -$117K -5,885 -29%
BF
31
BOK Financial
Oklahoma
$238K – – –
SA
32
Sanctuary Advisors
Indiana
$205K -$28.9K -1,448 -12%
DADC
33
D.A. Davidson & Co
Montana
$199K -$14.9K -750 -7%
TWM
34
Topsail Wealth Management
North Carolina
$130K +$135K +6,800 New
GI
35
GAMMA Investing
California
$85.2K – – –
Comerica Bank
36
Comerica Bank
Texas
$69.2K -$4.42K -222 -6%
HCP
37
Hexagon Capital Partners
Arkansas
$59.9K – – –
CHC
38
City Holding Co
West Virginia
$28.7K – – –
EW
39
Element Wealth
Mississippi
$27.6K – – –
FFA
40
Founders Financial Alliance
North Carolina
$23.6K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$22.2K -$14.2K -712 -38%
PSFG
42
Park Square Financial Group
Georgia
$18.4K +$19.1K +961 New
AWM
43
Avior Wealth Management
Nebraska
$10.7K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$9.91K +$10.3K +517 New
MIM
45
MTM Investment Management
South Carolina
$7.78K – – –
EWP
46
Elevation Wealth Partners
California
$7.4K +$7.69K +386 New
ACA
47
Aptus Capital Advisors
Alabama
$1.73K – – –
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.73K – – –
AP
49
Atwood & Palmer
Missouri
$959 – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$882 – – –
1
2
3

IFV Hedge Fund Activity: Q4 2024 in Review

52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2024, worth a combined $132M — down 12% from $151M a quarter earlier.

Fund positioning in IFV was balanced in Q4 2024: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 19 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $11.4M.

  • 52 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2024, down from 54 in Q3 2024.
  • Funds reported $132M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 8 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2024 and 8 closed out, a net change of 0 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2024 was Citadel Advisors, an estimated $13.4M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2024 was Morgan Stanley, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.