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First Trust Dorsey Wright International Focus 5 ETF
IFV

Overview Fund Activity

75 hedge funds and large institutions have $350M invested in First Trust Dorsey Wright International Focus 5 ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$7.59M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.63M
3
AP
Atwood & Palmer
Missouri
+$573K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$364K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$343K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$11.1M
2
BCI
Brinker Capital Investments
Pennsylvania
-$6.93M
3
Morgan Stanley
Morgan Stanley
New York
-$4.86M
4
Wells Fargo
Wells Fargo
California
-$3.44M
5
UBS Group
UBS Group
Switzerland
-$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Ballew Advisors
Mississippi
$216K -$4.73K -237 -2%
BF
52
BOK Financial
Oklahoma
$210K – – –
CA
53
Cetera Advisors
Colorado
$206K -$1.56M -78,628 -88%
AIM
54
Advantage Investment Management
Iowa
$148K -$588K -29,705 -80%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$145K +$4.94K +250 +4%
CFD
56
Creative Financial Designs
Indiana
$136K +$136K +6,850 New
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$113K -$21.9K -1,109 -16%
FANJ
58
Financial Architects (New Jersey)
New Jersey
$64K +$64K +3,256 New
CHC
59
City Holding Co
West Virginia
$48K – – –
CCM
60
Cribstone Capital Management
Maine
$45K – – –
CWA
61
Clarus Wealth Advisors
Arizona
$41K -$319K -15,945 -89%
William Blair & Company
62
William Blair & Company
Illinois
$40K – – –
CIAS
63
Capital Investment Advisory Services
North Carolina
$36K – – –
LWA
64
Lenox Wealth Advisors
New York
$33K – – –
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
GSC
66
G&S Capital
Colorado
$25K +$60 +3 +0.2%
US Bancorp
67
US Bancorp
Minnesota
$10K +$10K +500 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
EWM
69
Executive Wealth Management
Michigan
$5K – – –
FHA
70
Flagship Harbor Advisors
Massachusetts
$5K – – –
GWM
71
Geneos Wealth Management
Colorado
$4K -$263 -15 -6%
SPIA
72
Steward Partners Investment Advisory
New York
$2K +$2K +150 New
BCI
73
Brinker Capital Investments
Pennsylvania
– -$6.93M -363,000 Closed
FAM
74
Formidable Asset Management
Ohio
– -$2.83M -42,241 Closed
SIG
75
Sargent Investment Group
Maryland
– -$315K -16,530 Closed
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