IFV Institutional Ownership
First Trust Dorsey Wright International Focus 5 ETF
1W: -2.0%
1M: -3.9%
3M: -6.8%
YTD: -1.3%
1Y: +1.6%
3Y: +47.7%
5Y: +18.8%
$24.86
+0.23 (+0.95%)
Weekly Expected Move ±2.4%
$24
$24
$25
$25
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IFV
73
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
214M
Total Invested
9
New Positions
22
Increased
27
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,655,802 | $41M | +385,027 | +30.3% | 48Q | SEC ↗ |
| 2 | Concurrent Investment Advisors, LLC NEW | 1,215,007 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 1,049,578 | $26M | +60,472 | +6.1% | 46Q | SEC ↗ |
| 4 | NewEdge Advisors, LLC | 793,139 | $20M | +10,570 | +1.4% | 46Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 518,804 | $13M | -1,895 | -0.4% | 7Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 328,521 | $8M | +13,862 | +4.4% | 15Q | SEC ↗ |
| 7 | UBS Group AG | 328,004 | $8M | +99,997 | +43.9% | 46Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 277,712 | $7M | +8,407 | +3.1% | 44Q | SEC ↗ |
| 9 | Prospera Financial Services Inc | 271,646 | $7M | -27,060 | -9.1% | 29Q | SEC ↗ |
| 10 | LPL Financial LLC | 234,517 | $6M | +11,411 | +5.1% | 47Q | SEC ↗ |
| 11 | BENJAMIN EDWARDS INC | 214,162 | $5M | -12,295 | -5.4% | 2Q | SEC ↗ |
| 12 | Trueblood Wealth Management, LLC | 98,678 | $2M | +2,896 | +3.0% | 11Q | SEC ↗ |
| 13 | Genesee Capital Advisors, LLC | 94,459 | $2M | -732 | -0.8% | 13Q | SEC ↗ |
| 14 | PFG Investments, LLC | 85,573 | $2M | +5,602 | +7.0% | 14Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 83,056 | $2M | +1,118 | +1.4% | 46Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 75,549 | $2M | +3,828 | +5.3% | 10Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 49,405 | $1M | +4,535 | +10.1% | 37Q | SEC ↗ |
| 18 | Kiker Wealth Management, LLC | 46,829 | $1M | -829 | -1.7% | 2Q | SEC ↗ |
| 19 | Steward Partners Investment Advisory, | 45,983 | $1M | +1,648 | +3.7% | 14Q | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 43,855 | $1M | +270 | +0.6% | 20Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 40,657 | $1M | -24,324 | -37.4% | 2Q | SEC ↗ |
| 22 | SMITH, MOORE & CO. | 39,771 | $989K | +1,484 | +3.9% | 4Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 37,808 | $940K | +2,048 | +5.7% | 26Q | SEC ↗ |
| 24 | Pine Valley Investments Ltd Liability | 33,735 | $839K | -108 | -0.3% | 14Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 26,150 | $650K | +12,537 | +92.1% | 3Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 25,890 | $644K | +1,608 | +6.6% | 35Q | SEC ↗ |
| 27 | EWA, LLC NEW | 23,181 | $576K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Kestra Advisory Services, LLC | 21,404 | $532K | -1,831 | -7.9% | 18Q | SEC ↗ |
| 29 | Cushing Capital Partners, LLC | 20,958 | $521K | +295 | +1.4% | 7Q | SEC ↗ |
| 30 | Arkadios Wealth Advisors | 19,021 | $473K | -5,930 | -23.8% | 27Q | SEC ↗ |
| 31 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18,246 | $454K | -612 | -3.2% | 24Q | SEC ↗ |
| 32 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 16,424 | $408K | — | +0.0% | 19Q | SEC ↗ |
| 33 | Kovack Advisors, Inc. | 10,418 | $259K | +97 | +0.9% | 3Q | SEC ↗ |
| 34 | Waverly Advisors, LLC | 10,003 | $249K | — | +0.0% | 3Q | SEC ↗ |
| 35 | Waterfront Wealth Inc. | 9,807 | $244K | — | +0.0% | 3Q | SEC ↗ |
| 36 | &PARTNERS NEW | 8,801 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Morey & Quinn Wealth Partners, LLC | 8,160 | $203K | -144 | -1.7% | 2Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. NEW | 8,057 | $200K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Silver Grove Financial Group, Inc. | 8,011 | $199K | — | +0.0% | 4Q | SEC ↗ |
| 40 | D.A. DAVIDSON & CO. | 8,000 | $199K | — | +0.0% | 2Q | SEC ↗ |
| 41 | Topsail Wealth Management, LLC | 7,100 | $177K | -100 | -1.4% | 7Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 6,386 | $159K | -815 | -11.3% | 5Q | SEC ↗ |
| 43 | GAMMA Investing LLC | 4,447 | $111K | — | +0.0% | 9Q | SEC ↗ |
| 44 | FIFTH THIRD BANCORP | 3,400 | $85K | +520 | +18.1% | 2Q | SEC ↗ |
| 45 | Aptus Capital Advisors, LLC | 1,960 | $49K | — | +0.0% | 28Q | SEC ↗ |
| 46 | Qube Research & Technologies Ltd NEW | 1,651 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Founders Financial Alliance, LLC | 1,626 | $40K | — | +0.0% | 24Q | SEC ↗ |
| 48 | CITY HOLDING CO | 1,500 | $37K | — | +0.0% | 35Q | SEC ↗ |
| 49 | FMR LLC | 927 | $23K | +227 | +32.4% | 14Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 693 | $17K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Concurrent Investment Advisors, LLC | 1,215,007 | $30M |
| EWA, LLC | 23,181 | $576K |
| &PARTNERS | 8,801 | $219K |
| Equitable Holdings, Inc. | 8,057 | $200K |
| Qube Research & Technologies Ltd | 1,651 | $41K |
| Global Retirement Partners, LLC | 319 | $8K |
| JONES FINANCIAL COMPANIES LLLP | 174 | $4K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 168 | $4K |
| CWM, LLC | 148 | $4K |
| MERCER GLOBAL ADVISORS INC /ADV | 124 | $3K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 299,475 | $7M |
| Virtus Wealth Solutions LLC | 90,094 | $2M |
| Wagner Wealth Management, Corp | 63,644 | $2M |
| CITADEL ADVISORS LLC | 31,922 | $794K |
| ROYAL BANK OF CANADA | 28,681 | $713K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 23,610 | $587K |
| QUADRANT CAPITAL GROUP LLC | 8,248 | $205K |
| WEDBUSH SECURITIES INC | 7,988 | $199K |
| FLAGSHIP HARBOR ADVISORS, LLC | 6,840 | $170K |
| Advisory Services Network, LLC | 1,904 | $47K |
| Sound Income Strategies, LLC | 494 | $12K |
| AE Wealth Management LLC | 280 | $7K |
| ADVISORTRUST PARTNERS, LLC | 251 | $6K |
| Western Wealth Management, LLC | 150 | $4K |
| ASSETMARK, INC | 97 | $2K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 90 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +385,027 | +30.3% | 1,655,802 |
| UBS Group AG | +99,997 | +43.9% | 328,004 |
| WELLS FARGO & COMPANY/MN | +60,472 | +6.1% | 1,049,578 |
| BANK OF AMERICA CORP /DE | +13,862 | +4.4% | 328,521 |
| JANE STREET GROUP, LLC | +12,537 | +92.1% | 26,150 |
| LPL Financial LLC | +11,411 | +5.1% | 234,517 |
| NewEdge Advisors, LLC | +10,570 | +1.4% | 793,139 |
| Cambridge Investment Research Advis | +8,407 | +3.1% | 277,712 |
| PFG Investments, LLC | +5,602 | +7.0% | 85,573 |
| MML INVESTORS SERVICES, LLC | +4,535 | +10.1% | 49,405 |
| Cetera Investment Advisers | +3,828 | +5.3% | 75,549 |
| Trueblood Wealth Management, LLC | +2,896 | +3.0% | 98,678 |
| OSAIC HOLDINGS, INC. | +2,048 | +5.7% | 37,808 |
| Steward Partners Investment Advisor | +1,648 | +3.7% | 45,983 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,608 | +6.6% | 25,890 |
| SMITH, MOORE & CO. | +1,484 | +3.9% | 39,771 |
| STIFEL FINANCIAL CORP | +1,118 | +1.4% | 83,056 |
| FIFTH THIRD BANCORP | +520 | +18.1% | 3,400 |
| Cushing Capital Partners, LLC | +295 | +1.4% | 20,958 |
| Rockefeller Capital Management L.P. | +270 | +0.6% | 43,855 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Prospera Financial Services Inc | -27,060 | -9.1% | 271,646 |
| GOLDMAN SACHS GROUP INC | -24,324 | -37.4% | 40,657 |
| BENJAMIN EDWARDS INC | -12,295 | -5.4% | 214,162 |
| Arkadios Wealth Advisors | -5,930 | -23.8% | 19,021 |
| RAYMOND JAMES FINANCIAL INC | -1,895 | -0.4% | 518,804 |
| Kestra Advisory Services, LLC | -1,831 | -7.9% | 21,404 |
| Kiker Wealth Management, LLC | -829 | -1.7% | 46,829 |
| Farther Finance Advisors, LLC | -815 | -11.3% | 6,386 |
| Genesee Capital Advisors, LLC | -732 | -0.8% | 94,459 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -612 | -3.2% | 18,246 |
| Morey & Quinn Wealth Partners, LLC | -144 | -1.7% | 8,160 |
| Pine Valley Investments Ltd Liabili | -108 | -0.3% | 33,735 |
| Topsail Wealth Management, LLC | -100 | -1.4% | 7,100 |