First Trust Dorsey Wright International Focus 5 ETF
IFV
53 hedge funds and large institutions have $191M invested in First Trust Dorsey Wright International Focus 5 ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 5 closing their positions.
13% more capital invested
Capital invested by funds: $169M → $191M (+$21.5M)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
2.86% less ownership
Funds ownership: 78.82% → 75.96% (-2.9%)
4% less funds holding
Funds holding: 55 → 53 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.35M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.64M |
| 3 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$2.54M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.29M |
| 5 |
Morgan Stanley
New York
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$2.12M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.11M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$475K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$318K |
| 5 |
BPFA
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
-$268K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWANC
51
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $3.45K | -$888 | -50 | -21% |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
WWP
53
WR Wealth Planners
Columbia,
Missouri
| $2.69K | +$53 | +3 | +2% |
|
|
HNB
54
Huntington National Bank
Columbus,
Ohio
| $18 | – | – | – |
|
|
OBWG
55
Onyx Bridge Wealth Group
Tarrytown,
New York
| – | -$2.12M | -123,112 | Closed |
|
|
LMKC
56
L.M. Kohn & Company
Cincinnati,
Ohio
| – | -$180K | -10,450 | Closed |
|
|
CA
57
Claro Advisors
Boston,
Massachusetts
| – | -$175K | -10,139 | Closed |
|
|
AAS
58
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$166K | -9,613 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$1.52K | -88 | Closed |
|
IFV Hedge Fund Activity: Q2 2023 in Review
53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q2 2023, worth a combined $191M — up 13% from $169M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IFV and 4 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 18 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $9.35M. The largest seller was Onyx Bridge Wealth Group, exiting entirely with an estimated $2.12M sold.
- 53 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q2 2023, down from 55 in Q1 2023.
- Funds reported $191M of First Trust Dorsey Wright International Focus 5 ETF stock for Q2 2023, up 13% quarter-over-quarter.
- 4 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q2 2023 and 5 closed out, a net change of -1 holder.
- The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $9.35M added.
- The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q2 2023 was Onyx Bridge Wealth Group, an estimated $2.12M sold.
Based on aggregated 13F filings for Q2 2023.