Atria Investments’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Atria Investments’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
2015 Q3	–	Sell	-68,266	Closed	-$1.33M	–	379
2015 Q2	$1.33M	Buy	68,266 +38,365	+128%	+$775K	0.16%	92
2015 Q1	$580K	Buy	+29,901	New	+$566K	0.07%	218

Other funds holding IFV

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Atria Investments's IFV Position: Q3 2015 in Review

Atria Investments sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2015, closing a stake of 68,266 shares — an estimated $1.33M sold.

Atria Investments first reported a position in IFV in Q1 2015 and held it in 2 quarters. The position peaked at $1.33M in Q2 2015. 72 funds tracked by Wall St. Rank hold IFV as of Q3 2015.

Atria Investments reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2015 after selling out during the quarter.
Atria Investments sold 68,266 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2015, an estimated $1.33M.
Atria Investments first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2015 and held it in 2 quarters.
Atria Investments's First Trust Dorsey Wright International Focus 5 ETF position peaked at $1.33M in Q2 2015.
72 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2015.

Based on Atria Investments's 13F filing for Q3 2015, filed 12 Nov 2015.