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First Trust Dorsey Wright International Focus 5 ETF
IFV

81 hedge funds and large institutions have $607M invested in First Trust Dorsey Wright International Focus 5 ETF in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

23% more funds holding

Funds holding: 66 → 81 (+15)

12% more capital invested

Capital invested by funds: $541M → $607M (+$66.1M)

3.88% more ownership

Funds ownership: 68.69% → 72.57% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
81
Holders Change
+15
Holders Change %
+22.73%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
32
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.78M
2
Bank of America
Bank of America
North Carolina
+$7.72M
3
Morgan Stanley
Morgan Stanley
New York
+$6.55M
4
UBS Group
UBS Group
Switzerland
+$4.44M
5
AP
Atwood & Palmer
Missouri
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.15M
2
LPL Financial
LPL Financial
California
-$942K
3
VF
Virtu Financial
New York
-$904K
4
JIP
Jaffetilchin Investment Partners
Florida
-$590K
5
PAG
Private Advisory Group
Washington
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
51
Ballew Advisors
Mississippi
$323K +$316K +14,500 New
FHC
52
First Heartland Consultants
Missouri
$303K +$296K +13,598 New
M&T Bank
53
M&T Bank
New York
$282K +$276K +12,675 New
PAG
54
Private Advisory Group
Washington
$264K -$586K -26,894 -69%
BF
55
BOK Financial
Oklahoma
$262K – – –
GWM
56
Geneos Wealth Management
Colorado
$258K – – –
FAIM
57
Financial Advocates Investment Management
Washington
$254K +$249K +11,431 New
OMC
58
Old Mission Capital
Illinois
$249K -$675 -31 -0.3%
MA
59
Mutual Advisors
Nebraska
$213K +$208K +9,568 New
SPIA
60
Steward Partners Investment Advisory
New York
$181K +$25.6K +1,175 +17%
MOS
61
MGO One Seven
Ohio
$151K +$148K +6,789 New
SWP
62
Stratos Wealth Partners
Ohio
$120K +$117K +5,393 New
CHC
63
City Holding Co
West Virginia
$115K +$112K +5,150 New
FAAS
64
First Allied Advisory Services
California
$114K +$111K +5,074 New
FANJ
65
Financial Architects (New Jersey)
New Jersey
$89K – – –
APA
66
American Portfolios Advisors
New York
$80.1K +$78.4K +3,600 New
LWA
67
Lenox Wealth Advisors
New York
$75K +$73.6K +3,378 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$68K +$6.97K +320 +12%
ASN
69
Advisory Services Network
Georgia
$66K +$64.8K +2,974 New
IWM
70
IHT Wealth Management
Illinois
$56K +$49.6K +2,275 +1,820%
W
71
WealthShield
North Carolina
$33K +$32.2K +1,478 New
WP
72
WealthShield Partners
North Carolina
$33K +$32.2K +1,478 New
CFD
73
Creative Financial Designs
Indiana
$28K -$25.5K -1,170 -48%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$28K +$27.2K +1,250 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$17K +$16.9K +774 New
1 2
3
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IFV Hedge Fund Activity: Q4 2017 in Review

81 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2017, worth a combined $607M — up 12% from $541M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IFV positions and 8 closed out — a net gain of 15 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.78M. The largest seller was Ameriprise, exiting entirely with an estimated $1.15M sold.

  • 81 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2017, up from 66 in Q3 2017.
  • Funds reported $607M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 23 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2017 and 8 closed out, a net change of +15 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2017 was Wells Fargo, an estimated $8.78M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2017 was Ameriprise, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2017.