CWM
IFV icon

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

Concert 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
2016
Q4 		– Sell
-2,372
Closed -$42K – 691
2016
Q3 		$42K Buy
+2,372
New +$41.2K 0.01% 832

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
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's IFV Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2016, closing a stake of 2,372 shares — an estimated $42K sold.

Concert Wealth Management first reported a position in IFV in Q3 2016 and held it in 1 quarter. The position peaked at $42K in Q3 2016. 70 funds tracked by Wall St. Rank hold IFV as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 2,372 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2016, an estimated $42K.
  • Concert Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $42K in Q3 2016.
  • 70 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.