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First Trust Dorsey Wright International Focus 5 ETF
IFV

57 hedge funds and large institutions have $194M invested in First Trust Dorsey Wright International Focus 5 ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22.14% more ownership

Funds ownership: 75.44% → 97.58% (+22%)

12% more capital invested

Capital invested by funds: $173M → $194M (+$20.5M)

0% more funds holding

Funds holding: 57 → 57 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

57% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 28

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$31.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$4.79M
3
PI
PFG Investments
New York
+$1.17M
4
JIP
Jaffetilchin Investment Partners
Florida
+$232K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$212K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$28M
2
KAS
Kestra Advisory Services
Texas
-$4.52M
3
Jane Street
Jane Street
New York
-$4.46M
4
NA
NewEdge Advisors
Louisiana
-$3.12M
5
Wells Fargo
Wells Fargo
California
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$1.76K -$907 -50 -36%
GWANC
52
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.76K -$907 -50 -36%
AP
53
Atwood & Palmer
Missouri
$1.17K -$1.91K -105 -64%
TVAMP
54
Tennessee Valley Asset Management Partners
Tennessee
$977 +$907 +50 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$903 – – –
DFA
56
DHJJ Financial Advisors
Illinois
$849 – – –
HNB
57
Huntington National Bank
Ohio
$20 – – –
Mariner
58
Mariner
Kansas
– -$913K -51,458 Closed
P
59
&Partners
Tennessee
– -$290K -16,320 Closed
IAIM
60
International Assets Investment Management
Florida
– -$602K -14,060 Closed
WW
61
Waterfront Wealth
Kansas
– -$173K -10,107 Closed
PTC
62
Private Trust Company
Ohio
– -$26.1K -1,473 Closed
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
– -$11.8K -652 -100%
WWP
64
WR Wealth Planners
Missouri
– -$2.64K -149 Closed
1 2
3

IFV Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q4 2023, worth a combined $194M — up 12% from $173M a quarter earlier.

Fund positioning in IFV was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $31.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $28M.

  • 57 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $194M of First Trust Dorsey Wright International Focus 5 ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 6 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $31.3M added.
  • The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $28M sold.

Based on aggregated 13F filings for Q4 2023.