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Bellwether Investment Group’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Bellwether Investment 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
2017
Q1 		– Sell
-5,672
Closed -$97K – 862
2016
Q4 		$97K Buy
+5,672
New +$97.8K 0.09% 203
2016
Q2 		$94K Buy
+5,682
New +$97.2K 0.1% 176

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bellwether Investment Group's IFV Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2017, closing a stake of 5,672 shares — an estimated $97K sold.

Bellwether Investment Group first reported a position in IFV in Q2 2016 and held it in 2 quarters. The position peaked at $97K in Q4 2016. 65 funds tracked by Wall St. Rank hold IFV as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 5,672 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2017, an estimated $97K.
  • Bellwether Investment Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $97K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.