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Altus Wealth Group’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-1,540
Closed -$34K – 454
2020
Q4 		$34K Buy
+1,540
New +$31.5K 0.03% 271

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altus Wealth Group's IFV Position: Q1 2021 in Review

Altus Wealth Group sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2021, closing a stake of 1,540 shares — an estimated $34K sold.

Altus Wealth Group first reported a position in IFV in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 65 funds tracked by Wall St. Rank hold IFV as of Q1 2021.

  • Altus Wealth Group reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,540 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2021, an estimated $34K.
  • Altus Wealth Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $34K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.