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First Trust Dorsey Wright International Focus 5 ETF
IFV

65 hedge funds and large institutions have $177M invested in First Trust Dorsey Wright International Focus 5 ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $167M → $177M (+$10.3M)

3% more funds holding

Funds holding: 63 → 65 (+2)

0.15% more ownership

Funds ownership: 62.77% → 62.92% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
24
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.78M
2
Jane Street
Jane Street
New York
+$1.85M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.75M
4
OMC
Old Mission Capital
Illinois
+$928K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$413K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$832K
2
EH
Equitable Holdings
New York
-$802K
3
QWM
QP Wealth Management
New Jersey
-$793K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$761K
5
Wells Fargo
Wells Fargo
California
-$645K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$30K – – –
FFA
52
Founders Financial Alliance
North Carolina
$27K -$10.6K -455 -28%
GWM
53
Geneos Wealth Management
Colorado
$22K – – –
EP
54
Eudaimonia Partners
Tennessee
$18K +$18.5K +790 New
MIM
55
MTM Investment Management
South Carolina
$15K – – –
DWMG
56
DB Wealth Management Group
California
$14K – – –
RWB
57
RMR Wealth Builders
New Jersey
$14K +$14.6K +627 New
AF
58
Allworth Financial
California
$10K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$9.19K +$2.34K +100 +33%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
ACA
61
Aptus Capital Advisors
Alabama
$6K -$23 -1 -0.4%
TRCT
62
Tower Research Capital (TRC)
New York
$4K +$3.57K +153 New
TCWM
63
Total Clarity Wealth Management
Illinois
$2K +$2.45K +105 New
MA
64
Montag & Associates
Georgia
$1K +$1.17K +50 New
CFD
65
Creative Financial Designs
Indiana
$1K +$1.35K +58 New
EH
66
Equitable Holdings
New York
– -$802K -36,073 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$761K -34,266 Closed
AIC
68
Ameritas Investment Company
Nebraska
– -$385K -17,327 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
– -$278K -12,486 Closed
SFG
70
SNS Financial Group
Minnesota
– -$225K -10,124 Closed
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
– -$213K -9,590 Closed
QCIG
72
Quad-Cities Investment Group
Iowa
– -$208K -9,355 Closed
AWG
73
Altus Wealth Group
Colorado
– -$34K -1,540 Closed
JAWM
74
J. Arnold Wealth Management
Ohio
– -$11K -500 Closed
1 2
3

IFV Hedge Fund Activity: Q1 2021 in Review

65 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q1 2021, worth a combined $177M — up 6.2% from $167M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IFV positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.78M. The largest seller was Morgan Stanley, cutting an estimated $832K.

  • 65 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $177M of First Trust Dorsey Wright International Focus 5 ETF stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 12 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q1 2021 and 10 closed out, a net change of +2 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $4.78M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q1 2021 was Morgan Stanley, an estimated $832K sold.

Based on aggregated 13F filings for Q1 2021.