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First Trust Dorsey Wright International Focus 5 ETF
IFV

87 hedge funds and large institutions have $630M invested in First Trust Dorsey Wright International Focus 5 ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 16

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

7% more funds holding

Funds holding: 81 → 87 (+6)

4% more capital invested

Capital invested by funds: $607M → $630M (+$23.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.45% less ownership

Funds ownership: 72.57% → 67.12% (-5.5%)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
43
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.33M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.08M
3
RJA
Raymond James & Associates
Florida
+$3.02M
4
Bank of America
Bank of America
North Carolina
+$2.03M
5
Stifel Financial
Stifel Financial
Missouri
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.43M
2
LPL Financial
LPL Financial
California
-$773K
3
AIP
Almanack Investment Partners
Pennsylvania
-$606K
4
PAG
Private Advisory Group
Washington
-$264K
5
FAIM
Financial Advocates Investment Management
Washington
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
51
Clarus Wealth Advisors
Arizona
$404K -$1.14K -50 -0.3%
MC
52
Moors & Cabot
Massachusetts
$401K – – –
AWA
53
Acorn Wealth Advisors
Michigan
$390K +$54.6K +2,388 +16%
Deutsche Bank
54
Deutsche Bank
Germany
$339K +$349K +15,259 New
MA
55
Mutual Advisors
Nebraska
$331K +$122K +5,339 +56%
BA
56
Ballew Advisors
Mississippi
$328K +$5.8K +254 +2%
GWM
57
Geneos Wealth Management
Colorado
$256K -$1.65K -72 -0.6%
CWS
58
Cypress Wealth Services
California
$256K +$263K +11,500 New
BF
59
BOK Financial
Oklahoma
$255K -$5.94K -260 -2%
OMC
60
Old Mission Capital
Illinois
$246K -$3.61K -158 -1%
M&T Bank
61
M&T Bank
New York
$245K -$37.7K -1,650 -13%
SWP
62
Stratos Wealth Partners
Ohio
$233K +$116K +5,083 +94%
AL
63
Aspiriant LLC
California
$233K +$240K +10,500 New
Bank of New York Mellon
64
Bank of New York Mellon
New York
$217K +$223K +9,751 New
VF
65
Virtu Financial
New York
$216K +$222K +9,714 New
SPIA
66
Steward Partners Investment Advisory
New York
$180K – – –
MOS
67
MGO One Seven
Ohio
$151K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$131K +$124K +5,438 +1,164%
CHC
69
City Holding Co
West Virginia
$114K – – –
APA
70
American Portfolios Advisors
New York
$96.2K +$16.6K +728 +20%
WC
71
Whitnell & Co
Illinois
$86K +$88.6K +3,875 New
ASN
72
Advisory Services Network
Georgia
$76K +$9.94K +435 +15%
LWA
73
Lenox Wealth Advisors
New York
$75K – – –
IWM
74
IHT Wealth Management
Illinois
$52K – – –
CCM
75
Cribstone Capital Management
Maine
$50K +$51.5K +2,254 New
1 2
3
4

IFV Hedge Fund Activity: Q1 2018 in Review

87 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q1 2018, worth a combined $630M — up 3.9% from $607M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IFV positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.33M. The largest seller was UBS Group, cutting an estimated $4.43M.

  • 87 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q1 2018, up from 81 in Q4 2017.
  • Funds reported $630M of First Trust Dorsey Wright International Focus 5 ETF stock for Q1 2018, up 3.9% quarter-over-quarter.
  • 15 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q1 2018 and 8 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q1 2018 was Wells Fargo, an estimated $8.33M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q1 2018 was UBS Group, an estimated $4.43M sold.

Based on aggregated 13F filings for Q1 2018.