We are live on ! Find out more
IFV icon

First Trust Dorsey Wright International Focus 5 ETF

63 hedge funds and large institutions have $131M invested in First Trust Dorsey Wright International Focus 5 ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

46% more capital invested

Capital invested by funds: $90.1M → $131M (+$41.3M)

9% more funds holding

Funds holding: 5863 (+5)

7.8% more ownership

Funds ownership: 65.04%72.84% (+7.8%)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
17
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
51
Glass Jacobson Investment Advisors
Maryland
$8.01K +$7.93K +479 New
FGAM
52
Financial Gravity Asset Management
Texas
$7.64K +$282 +17 New
AP
53
Atwood & Palmer
Missouri
$7.36K
MIM
54
MTM Investment Management
South Carolina
$6.79K
ACA
55
Aptus Capital Advisors
Alabama
$4.03K
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.03K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$3K
WWP
58
WR Wealth Planners
Missouri
$2.45K +$17 +1 +0.7%
ASN
59
Advisory Services Network
Georgia
$1.47K +$1.46K +88 New
CA
60
Clearstead Advisors
Ohio
$1.1K +$1.09K +66 New
PAG
61
Private Advisor Group
New Jersey
$275 -$27.8K -1,678 -9%
AF
62
Allworth Financial
California
$108 -$7.26K -438 -99%
HNB
63
Huntington National Bank
Ohio
$17
QWM
64
QP Wealth Management
New Jersey
-$344K -21,501 Closed
CS
65
Credit Suisse
Switzerland
-$59K -3,687 Closed
HI
66
Harbour Investments
Wisconsin
-$58K -3,300 Closed
BFEC
67
Benjamin F. Edwards & Company
Missouri
-$27K -1,673 Closed
SWM
68
Selective Wealth Management
Virginia
-$13K -800 Closed
LS
69
Leelyn Smith
Illinois
-$8K -490 Closed
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
-$3K -189 Closed
JP Morgan Chase
71
JP Morgan Chase
New York
+$99 +6 New

IFV Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2022, worth a combined $131M — up 46% from $90.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IFV positions and 7 closed out — a net gain of 7 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Prospera Financial Services, adding an estimated $16.5M. The largest seller was Raymond James & Associates, cutting an estimated $986K.

  • 63 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2022, up from 58 in Q3 2022.
  • Funds reported $131M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2022, up 46% quarter-over-quarter.
  • 14 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2022 and 7 closed out, a net change of +7 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2022 was Prospera Financial Services, an estimated $16.5M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2022 was Raymond James & Associates, an estimated $986K sold.

Based on aggregated 13F filings for Q4 2022.