First Trust DW Focus 5 IntlIFVETF
13F holders, Q1 2024 (March 31)54holders
1famous investor
$20.04avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding First Trust DW Focus 5 Intl (IFV) in their 13F filings. The largest holders were Morgan Stanley ($43.2M), Raymond James Financial Services Advisors, Inc. ($23.0M) and Concurrent Investment Advisors, LLC ($13.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust DW Focus 5 Intl
- CUSIP
- 33738R886
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 7 | $2.6M |
Ownership 54 holders
| Morgan Stanley | 0.00% | Reduce -3.1% | 2,159,682 | $43.2M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.0% | 1,147,707 | $23.0M |
| Concurrent Investment Advisors, LLC | 0.55% | Reduce -0.5% | 676,943 | $13.5M |
| NewEdge Advisors, LLC | 0.08% | Add +0.6% | 470,611 | $9.4M |
| LPL Financial LLC | 0.00% | Add +0.6% | 445,900 | $8.9M |
| Wells Fargo & Company | 0.00% | Reduce -18.6% | 373,265 | $7.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -4.0% | 373,128 | $7.5M |
| Raymond James & Associates | 0.00% | Reduce -5.3% | 331,325 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 154,034 | $3.1M |
| Prospera Financial Services Inc | 0.09% | Reduce -7.1% | 148,574 | $3.0M |
| Genesee Capital Advisors, LLC | 1.61% | Reduce -0.4% | 146,858 | $2.9M |
| UBS Group AG | 0.00% | Reduce -13.7% | 127,535 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.0% | 100,877 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 52,158 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.6% | 47,987 | $960K |
| Susquehanna International Group, LLP | 0.00% | Add +157.0% | 46,706 | $934K |
| Goldman Sachs Group Inc. | 0.00% | Add +165.4% | 44,062 | $881K |
| Trueblood Wealth Management, LLC | 0.50% | Reduce -0.2% | 44,038 | $881K |
| Arkadios Wealth Advisors | 0.07% | Reduce -21.4% | 42,327 | $847K |
| MML Investors Services, LLC | 0.00% | Reduce -3.2% | 38,918 | $778K |
| Stifel Financial Corp. | 0.00% | Reduce -3.3% | 37,047 | $741K |
| Cetera Investment Advisers | 0.00% | New | 35,883 | $718K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -1.7% | 35,404 | $708K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.9% | 30,973 | $619K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.9% | 29,365 | $587K |
| PFG Investments, LLC | 0.03% | Reduce -70.2% | 27,662 | $553K |
| Barnes Pettey Financial Advisors, LLC | 0.46% | Reduce -22.4% | 26,724 | $534K |
| SageView Advisory Group, LLC | 0.02% | New | 4,955 | $424K |
| Citadel Advisors | 0.00% | Reduce -52.2% | 17,633 | $353K |
| D.A. Davidson & Co. | 0.00% | No change | 14,550 | $291K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +108.6% | 14,075 | $282K |
| &partners | 0.04% | New | 13,889 | $278K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -24.9% | 13,290 | $266K |
| Bokf, NA | 0.00% | No change | 12,771 | $256K |
| Private Advisor Group, LLC | 0.00% | Reduce -14.1% | 12,219 | $244K |
| Comerica Bank | 0.00% | Reduce -0.5% | 4,262 | $85K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,125 | $63K |
| City Holding Co. | 0.00% | No change | 1,500 | $30K |
| Element Wealth, LLC | 0.02% | No change | 1,442 | $29K |
| FMR LLC | 0.00% | Add +151.3% | 1,435 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,293 | $26K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -15.5% | 1,172 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 792 | $16K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 768 | $15K |
| NBT Bank, N.A. | 0.00% | No change | 544 | $11K |
| MTM Investment Management, LLC | 0.00% | No change | 406 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 230 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 151 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 90 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 90 | $2K |
| Atwood & Palmer Inc. | 0.00% | Reduce -16.7% | 50 | $1K |
| Bank of Montreal | 0.00% | No change | 46 | $927 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +2.3% | 44 | $880 |
| Royal Bank of Canada | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is IFV's weight in each manager's 13F, not the share of First Trust DW Focus 5 Intl the manager owns.