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Apollon Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Apollon Wealth Management’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
2022
Q1 		– Sell
-11,380
Closed -$264K – 789
2021
Q4 		$264K Buy
+11,380
New +$263K 0.02% 615

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apollon Wealth Management's IFV Position: Q1 2022 in Review

Apollon Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2022, closing a stake of 11,380 shares — an estimated $264K sold.

Apollon Wealth Management first reported a position in IFV in Q4 2021 and held it in 1 quarter. The position peaked at $264K in Q4 2021. 60 funds tracked by Wall St. Rank hold IFV as of Q1 2022.

  • Apollon Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 11,380 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2022, an estimated $264K.
  • Apollon Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2021 and held it in 1 quarter.
  • Apollon Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $264K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2022.

Based on Apollon Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.