First Trust DW Focus 5 IntlIFVETF
13F holders, Q4 2024 (December 31)52holders −2
3new positions
8sold out
1famous investor
$19.17avg. 13F price*
At the end of Q4 2024, 52 institutions reported holding First Trust DW Focus 5 Intl (IFV) in their 13F filings, down 2 from Q3 2024. 3 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($29.3M), Raymond James Financial Inc. ($25.0M) and Concurrent Investment Advisors, LLC ($13.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $12.9M |
| Exits | 8 | $784K |
All 13F filers, Q3 2024 → Q4 2024: 734,826 shares bought and 1,001,380 shares sold, net −266,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Morgan Stanley | 0.00% | Reduce -27.3% | 1,529,693 | $29.3M |
| Raymond James Financial Inc. | 0.01% | — | 1,304,567 | $25.0M |
| Concurrent Investment Advisors, LLC | 0.36% | Add +0.5% | 701,093 | $13.4M |
| Citadel Advisors | 0.01% | New | 671,681 | $12.9M |
| NewEdge Advisors, LLC | 0.06% | Add +3.3% | 491,096 | $9.4M |
| Wells Fargo & Company | 0.00% | Reduce -7.5% | 450,862 | $8.6M |
| LPL Financial LLC | 0.00% | Add +1.7% | 423,832 | $8.1M |
| Bank of America Corp. | 0.00% | Add +8.7% | 187,853 | $3.6M |
| Genesee Capital Advisors, LLC | 1.09% | Reduce -2.0% | 122,746 | $2.4M |
| Prospera Financial Services Inc | 0.05% | Add +0.4% | 114,145 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -18.5% | 106,859 | $2.0M |
| UBS Group AG | 0.00% | Reduce -0.5% | 87,988 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 76,783 | $1.5M |
| Kiker Wealth Management, LLC | 0.94% | — | 60,292 | $1.2M |
| Trueblood Wealth Management, LLC | 0.53% | Add +19.1% | 56,095 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 48,544 | $931K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 45,719 | $876K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.1% | 44,151 | $846K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -0.7% | 36,385 | $697K |
| Stifel Financial Corp. | 0.00% | Reduce -6.8% | 35,550 | $681K |
| Arkadios Wealth Advisors | 0.03% | Add +7.5% | 33,228 | $637K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.9% | 32,305 | $619K |
| PFG Investments, LLC | 0.03% | Reduce -1.6% | 28,098 | $539K |
| Cetera Investment Advisers | 0.00% | Reduce -3.1% | 27,569 | $528K |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.8% | 27,553 | $528K |
| Barnes Pettey Financial Advisors, LLC | 0.37% | Reduce -0.6% | 25,313 | $485K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.2% | 23,809 | $456K |
| Cushing Capital Partners, LLC | 0.39% | — | 21,172 | $406K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +26.7% | 14,725 | $282K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.8% | 14,541 | $279K |
| Bokf, NA | 0.00% | No change | 12,771 | $238K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.2% | 10,403 | $205K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.7% | 10,400 | $199K |
| Topsail Wealth Management, LLC | 0.03% | — | 6,800 | $130K |
| GAMMA Investing LLC | 0.01% | No change | 4,447 | $85K |
| Comerica Bank | 0.00% | Reduce -5.8% | 3,612 | $69K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,125 | $60K |
| City Holding Co. | 0.00% | No change | 1,500 | $29K |
| Element Wealth, LLC | 0.01% | No change | 1,442 | $28K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,230 | $24K |
| FMR LLC | 0.00% | Reduce -38.1% | 1,156 | $22K |
| Park Square Financial Group, LLC | 0.01% | — | 961 | $18K |
| Avior Wealth Management, LLC | 0.00% | No change | 556 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 517 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 406 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | New | 386 | $7K |
| 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% | No change | 50 | $959 |
| Bank of Montreal | 0.00% | No change | 46 | $882 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +2.3% | 45 | $860 |
| 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.