Acorn Wealth Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Acorn Wealth Advisors’s Portfolio IFV Stock Details IFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,603	Closed	-$247K	–	115
2019 Q4	$247K	Buy	11,603 +77	+0.7%	+$1.53K	0.21%	101
2019 Q3	$225K	Sell	11,526 -1,619	-12%	-$31.2K	0.19%	107
2019 Q2	$250K	Sell	13,145 -547	-4%	-$10.6K	0.23%	94
2019 Q1	$268K	Buy	13,692 +5	+0%	+$95	0.24%	94
2018 Q4	$254K	Sell	13,687 -288	-2%	-$5.27K	0.26%	85
2018 Q3	$263K	Sell	13,975 -3,026	-18%	-$62.8K	0.26%	91
2018 Q2	$352K	Sell	17,001 -598	-3%	-$13.2K	0.3%	58
2018 Q1	$390K	Buy	17,599 +2,388	+16%	+$54.6K	0.34%	51
2017 Q4	$352K	Buy	+15,211	New	+$331K	0.32%	55

Other funds holding IFV

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

QWM

QP Wealth Management Eatontown, New Jersey $70.1M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Acorn Wealth Advisors's IFV Position: Q1 2020 in Review

Acorn Wealth Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2020, closing a stake of 11,603 shares — an estimated $247K sold.

Acorn Wealth Advisors first reported a position in IFV in Q4 2017 and held it in 9 quarters. The position peaked at $390K in Q1 2018. 62 funds tracked by Wall St. Rank hold IFV as of Q1 2020.

Acorn Wealth Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 11,603 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2020, an estimated $247K.
Acorn Wealth Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $390K in Q1 2018.
62 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2020.

Based on Acorn Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.