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

B. Riley 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
2021
Q1 		– Sell
-12,486
Closed -$278K – 1382
2020
Q4 		$278K Sell
12,486
-279
-2% -$5.71K 0.01% 798
2020
Q3 		$240K Sell
12,765
-300
-2% -$5.6K 0.01% 788
2020
Q2 		$221K Buy
13,065
+130
+1% +$2.02K 0.01% 741
2020
Q1 		$178K Buy
12,935
+935
+8% +$17.6K 0.02% 688
2019
Q4 		$256K Sell
12,000
-1,656
-12% -$33K 0.02% 667
2019
Q3 		$260K Sell
13,656
-5,966
-30% -$115K 0.03% 637
2019
Q2 		$389K Sell
19,622
-1,226
-6% -$23.7K 0.04% 472
2019
Q1 		$398K Buy
20,848
+797
+4% +$15.2K 0.05% 396
2018
Q4 		$350K Sell
20,051
-1,669
-8% -$30.5K 0.05% 395
2018
Q3 		$440K Buy
21,720
+101
+0.5% +$2.1K 0.05% 377
2018
Q2 		$451K Sell
21,619
-1,010
-4% -$22.2K 0.06% 350
2018
Q1 		$503K Buy
22,629
+7,889
+54% +$180K 0.07% 311
2017
Q4 		$328K Sell
14,740
-2,700
-15% -$58.8K 0.04% 414
2017
Q3 		$373K Buy
17,440
+6,346
+57% +$132K 0.06% 328
2017
Q2 		$218K Buy
+11,094
New +$217K 0.04% 453
2016
Q3 		– Sell
-12,048
Closed -$200K – 630
2016
Q2 		$200K Sell
12,048
-1,911
-14% -$32.7K 0.04% 536
2016
Q1 		$239K Sell
13,959
-843
-6% -$13.7K 0.06% 415
2015
Q4 		$265K Buy
14,802
+939
+7% +$16.9K 0.05% 407
2015
Q3 		$237K Buy
13,863
+3,459
+33% +$63.8K 0.06% 421
2015
Q2 		$204K Buy
+10,404
New +$210K 0.05% 456

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

B. Riley Wealth Advisors's IFV Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2021, closing a stake of 12,486 shares — an estimated $278K sold.

B. Riley Wealth Advisors first reported a position in IFV in Q2 2015 and held it in 20 quarters. The position peaked at $503K in Q1 2018. 65 funds tracked by Wall St. Rank hold IFV as of Q1 2021.

  • B. Riley Wealth Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,486 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2021, an estimated $278K.
  • B. Riley Wealth Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2015 and held it in 20 quarters.
  • B. Riley Wealth Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $503K in Q1 2018.
  • 65 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.