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First Trust Dorsey Wright International Focus 5 ETF

63 hedge funds and large institutions have $167M invested in First Trust Dorsey Wright International Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

30% more capital invested

Capital invested by funds: $128M → $167M (+$38.6M)

4.31% more ownership

Funds ownership: 58.46%62.77% (+4.3%)

3% more funds holding

Funds holding: 6163 (+2)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
18
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Founders Financial Alliance
North Carolina
$37K
AWG
52
Altus Wealth Group
Colorado
$34K +$31.5K +1,540 New
CIAS
53
Capital Investment Advisory Services
North Carolina
$29K
IA
54
IFP Advisors
Florida
$25K -$205 -10 -0.8%
GWM
55
Geneos Wealth Management
Colorado
$21K
DWMG
56
DB Wealth Management Group
California
$14K +$12.8K +628 New
MIM
57
MTM Investment Management
South Carolina
$14K +$13.3K +648 New
JAWM
58
J. Arnold Wealth Management
Ohio
$11K +$10.2K +500 New
AF
59
Allworth Financial
California
$10K +$8.76K +428 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$7K
SPIA
61
Steward Partners Investment Advisory
New York
$7K +$6.14K +300 New
ACA
62
Aptus Capital Advisors
Alabama
$5K -$471 -23 -9%
Jane Street
63
Jane Street
New York
-$1.71M -90,988 Closed
Truist Financial
64
Truist Financial
North Carolina
-$307K -16,327 Closed
IAIM
65
International Assets Investment Management
Florida
-$433K -14,333 Closed
CFD
66
Creative Financial Designs
Indiana
-$86.5K -4,228 Closed
EP
67
Eudaimonia Partners
Tennessee
-$54K -2,890 Closed
FHA
68
Flagship Harbor Advisors
Massachusetts
-$1K -87 Closed
TRCT
69
Tower Research Capital (TRC)
New York
-$1K -62 Closed
CAAS
70
Capital Asset Advisory Services
Michigan
-$1K -48 Closed

IFV Hedge Fund Activity: Q4 2020 in Review

63 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2020, worth a combined $167M — up 30% from $128M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IFV positions and 8 closed out — a net gain of 3 holders — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Prospera Financial Services, adding an estimated $5.98M. The largest seller was Morgan Stanley, cutting an estimated $3.44M.

  • 63 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2020, up from 61 in Q3 2020.
  • Funds reported $167M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 11 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2020 and 8 closed out, a net change of +3 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2020 was Prospera Financial Services, an estimated $5.98M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2020 was Morgan Stanley, an estimated $3.44M sold.

Based on aggregated 13F filings for Q4 2020.