First Trust Dorsey Wright International Focus 5 ETF
IFV
57 hedge funds and large institutions have $173M invested in First Trust Dorsey Wright International Focus 5 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
8% more funds holding
Funds holding: 53 → 57 (+4)
0.52% less ownership
Funds ownership: 75.96% → 75.44% (-0.52%)
9% less capital invested
Capital invested by funds: $191M → $173M (-$17.9M)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.66M |
| 2 |
Jane Street
New York
|
+$5.08M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.87M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$931K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$19.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.92M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.54M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$1.24M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | +$2.88K | +158 | +83% |
|
|
AP
52
Atwood & Palmer
Kansas City,
Missouri
| $2.93K | -$5.02K | -275 | -63% |
|
|
WWP
53
WR Wealth Planners
Columbia,
Missouri
| $2.64K | – | – | – |
|
|
ACA
54
Aptus Capital Advisors
Fairhope,
Alabama
| $2.48K | -$931 | -51 | -27% |
|
|
GWANC
55
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $2.48K | -$931 | -51 | -27% |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| $855 | -$35.7K | -1,954 | -98% |
|
|
DFA
57
DHJJ Financial Advisors
Naperville,
Illinois
| $769 | +$785 | +43 | New |
|
|
HNB
58
Huntington National Bank
Columbus,
Ohio
| $18 | – | – | – |
|
|
VAS
59
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$304K | -16,810 | Closed |
|
|
SCA
60
Snowden Capital Advisors
New York
| – | -$186K | -10,260 | Closed |
|
|
FGAM
61
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$10.3K | -18 | Closed |
|
IFV Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q3 2023, worth a combined $173M — down 9.4% from $191M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IFV positions and 3 closed out — a net gain of 4 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $6.66M. The largest seller was Prospera Financial Services, cutting an estimated $19.3M.
- 57 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q3 2023, up from 53 in Q2 2023.
- Funds reported $173M of First Trust Dorsey Wright International Focus 5 ETF stock for Q3 2023, down 9.4% quarter-over-quarter.
- 7 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q3 2023 and 3 closed out, a net change of +4 holders.
- The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $6.66M added.
- The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q3 2023 was Prospera Financial Services, an estimated $19.3M sold.
Based on aggregated 13F filings for Q3 2023.