First Trust Dorsey Wright International Focus 5 ETF
IFV
56 hedge funds and large institutions have $147M invested in First Trust Dorsey Wright International Focus 5 ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 7 closing their positions.
2% less funds holding
Funds holding: 57 → 56 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
22.23% less ownership
Funds ownership: 97.58% → 75.35% (-22%)
24% less capital invested
Capital invested by funds: $194M → $147M (-$46.2M)
63% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$699K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$652K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$556K |
| 4 |
Goldman Sachs
New York
|
+$535K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$44.7M |
| 2 |
Jane Street
New York
|
-$1.81M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.66M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$1.27M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$541K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
Aptus Capital Advisors
Fairhope,
Alabama
| $1.8K | – | – | – |
|
|
GWANC
52
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.8K | – | – | – |
|
|
AP
53
Atwood & Palmer
Kansas City,
Missouri
| $1K | -$195 | -10 | -17% |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $927 | – | – | – |
|
|
DFA
55
DHJJ Financial Advisors
Naperville,
Illinois
| $880 | +$19 | +1 | +2% |
|
|
HNB
56
Huntington National Bank
Columbus,
Ohio
| $20 | – | – | – |
|
|
57
Jane Street
New York
| – | -$1.81M | -92,813 | Closed |
|
|
58
Envestnet Asset Management
Chicago,
Illinois
| – | -$541K | -27,687 | Closed |
|
|
JIP
59
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$250K | -12,813 | Closed |
|
|
ASN
60
Advisory Services Network
Atlanta,
Georgia
| – | -$24.2K | -1,240 | Closed |
|
|
CT
61
Colonial Trust
Spartanburg,
South Carolina
| – | -$12.3K | -628 | Closed |
|
62
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -191 | Closed |
|
|
TVAMP
63
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$977 | -50 | Closed |
|
IFV Hedge Fund Activity: Q1 2024 in Review
56 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First Trust Dorsey Wright International Focus 5 ETF (IFV) for Q1 2024, worth a combined $147M — down 24% from $194M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IFV and 6 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 10 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $699K. The largest seller was Morgan Stanley, cutting an estimated $44.7M.
- 56 institutional investors held First Trust Dorsey Wright International Focus 5 ETF (IFV) as of Q1 2024, down from 57 in Q4 2023.
- Funds reported $147M of First Trust Dorsey Wright International Focus 5 ETF stock for Q1 2024, down 24% quarter-over-quarter.
- 6 funds opened new First Trust Dorsey Wright International Focus 5 ETF positions in Q1 2024 and 7 closed out, a net change of -1 holder.
- The largest First Trust Dorsey Wright International Focus 5 ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $699K added.
- The largest First Trust Dorsey Wright International Focus 5 ETF seller in Q1 2024 was Morgan Stanley, an estimated $44.7M sold.
Based on aggregated 13F filings for Q1 2024.