AP
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Atwood & Palmer’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Atwood & Palmer’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
2025
Q1 		– Sell
-50
Closed -$959 – 466
2024
Q4 		$959 Hold
50
– – ﹤0.01% 432
2024
Q3 		$1.05K Hold
50
– – ﹤0.01% 428
2024
Q2 		$984 Hold
50
– – ﹤0.01% 416
2024
Q1 		$1K Sell
50
-10
-17% -$195 ﹤0.01% 392
2023
Q4 		$1.17K Sell
60
-105
-64% -$1.91K ﹤0.01% 377
2023
Q3 		$2.93K Sell
165
-275
-63% -$5.02K ﹤0.01% 351
2023
Q2 		$7.96K Hold
440
– – ﹤0.01% 327
2023
Q1 		$7.59K Hold
440
– – ﹤0.01% 312
2022
Q4 		$7.36K Hold
440
– – ﹤0.01% 334
2022
Q3 		$7K Sell
440
-350
-44% -$6.22K ﹤0.01% 320
2022
Q2 		$14K Sell
790
-4,690
-86% -$91.5K ﹤0.01% 311
2022
Q1 		$114K Hold
5,480
– – 0.01% 170
2021
Q4 		$127K Hold
5,480
– – 0.01% 168
2021
Q3 		$125K Sell
5,480
-1,985
-27% -$47.3K 0.01% 170
2021
Q2 		$184K Sell
7,465
-1,660
-18% -$40K 0.02% 152
2021
Q1 		$210K Buy
9,125
+6,025
+194% +$141K 0.02% 139
2020
Q4 		$69K Hold
3,100
– – 0.01% 189
2020
Q3 		$58K Sell
3,100
-2,146,479
-100% -$40M 0.01% 179
2020
Q2 		$36.2M Sell
2,149,579
-328,069
-13% -$5.09M 4.89% 1
2020
Q1 		$34M Sell
2,477,648
-15,546
-0.6% -$293K 5.34% 1
2019
Q4 		$53.2M Sell
2,493,194
-72,878
-3% -$1.45M 6.84% 1
2019
Q3 		$48.8M Sell
2,566,072
-5,690
-0.2% -$110K 6.58% 1
2019
Q2 		$50.9M Buy
2,571,762
+28,932
+1% +$559K 6.87% 1
2019
Q1 		$48.5M Buy
2,542,830
+30,320
+1% +$579K 6.87% 1
2018
Q4 		$43.8M Sell
2,512,510
-1,062,733
-30% -$19.4M 6.95% 1
2018
Q3 		$72.4M Buy
3,575,243
+48,296
+1% +$1M 9.44% 1
2018
Q2 		$73.4M Buy
3,526,947
+1,004,898
+40% +$22.1M 10.08% 1
2018
Q1 		$56M Buy
2,522,049
+63,040
+3% +$1.44M 7.99% 1
2017
Q4 		$54.7M Buy
2,459,009
+152,778
+7% +$3.33M 7.68% 1
2017
Q3 		$49.3M Buy
2,306,231
+47,410
+2% +$987K 7.14% 1
2017
Q2 		$44.4M Buy
2,258,821
+1,044,626
+86% +$20.4M 6.96% 1
2017
Q1 		$23.2M Buy
1,214,195
+1,172,285
+2,797% +$22M 3.71% 4
2016
Q4 		$714K Sell
41,910
-2,040
-5% -$35.2K 0.13% 68
2016
Q3 		$768K Buy
43,950
+50
+0.1% +$869 0.14% 66
2016
Q2 		$729K Buy
43,900
+2,325
+6% +$39.8K 0.13% 71
2016
Q1 		$713K Buy
41,575
+24,935
+150% +$405K 0.13% 73
2015
Q4 		$298K Sell
16,640
-4,280
-20% -$77.2K 0.06% 106
2015
Q3 		$357K Sell
20,920
-385
-2% -$7.1K 0.07% 98
2015
Q2 		$416K Buy
+21,305
New +$430K 0.07% 101
2015
Q1 		– Sell
-12,750
Closed -$233K – 335
2014
Q4 		$233K Buy
12,750
+8,950
+236% +$164K 0.04% 112
2014
Q3 		$71K Buy
+3,800
New +$74.3K 0.01% 186

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TWM
Trueblood Wealth Management Lima, Ohio $256M AUM 19.59% 1-Year Est. Return

Atwood & Palmer's IFV Position: Q1 2025 in Review

Atwood & Palmer sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2025, closing a stake of 50 shares — an estimated $959 sold.

Atwood & Palmer first reported a position in IFV in Q3 2014 and held it in 41 quarters. The position peaked at $73.4M in Q2 2018. 49 funds tracked by Wall St. Rank hold IFV as of Q1 2025.

  • Atwood & Palmer reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2025 after selling out during the quarter.
  • Atwood & Palmer sold 50 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2025, an estimated $959.
  • Atwood & Palmer first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2014 and held it in 41 quarters.
  • Atwood & Palmer's First Trust Dorsey Wright International Focus 5 ETF position peaked at $73.4M in Q2 2018.
  • 49 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.