Creative Financial Designs’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-58	Closed	-$1K	–	1321
2021 Q3	$1K	Hold	58	–	–	﹤0.01%	1360
2021 Q2	$1K	Hold	58	–	–	﹤0.01%	1380
2021 Q1	$1K	Buy	+58	New	+$1.35K	﹤0.01%	1266
2020 Q4	–	Sell	-4,228	Closed	-$86.5K	–	1263
2020 Q3	$79K	Sell	4,228 -19,319	-82%	-$360K	0.02%	388
2020 Q2	$397K	Buy	23,547 +4,016	+21%	+$62.3K	0.12%	132
2020 Q1	$268K	Buy	19,531 +1,449	+8%	+$27.3K	0.14%	96
2019 Q4	$391K	Buy	18,082 +8,127	+82%	+$162K	0.17%	108
2019 Q3	$185K	Buy	9,955 +3,105	+45%	+$59.8K	0.1%	142
2019 Q2	$136K	Buy	+6,850	New	+$132K	0.07%	156
2018 Q4	–	Sell	-2,055	Closed	-$42K	–	669
2018 Q3	$42K	Buy	2,055 +1	+0%	+$21	0.02%	247
2018 Q2	$43K	Buy	2,054 +4	+0.2%	+$88	0.03%	256
2018 Q1	$46K	Buy	2,050 +780	+61%	+$17.8K	0.03%	232
2017 Q4	$28K	Sell	1,270 -1,170	-48%	-$25.5K	0.02%	269
2017 Q3	$52K	Sell	2,440 -1,200	-33%	-$25K	0.03%	239
2017 Q2	$71K	Buy	3,640 +1,360	+60%	+$26.6K	0.05%	207
2017 Q1	$44K	Buy	2,280 +280	+14%	+$5.25K	0.03%	246
2016 Q4	$34K	Buy	+2,000	New	+$34.5K	0.03%	264

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Creative Financial Designs's IFV Position: Q4 2021 in Review

Creative Financial Designs sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2021, closing a stake of 58 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in IFV in Q4 2016 and held it in 17 quarters. The position peaked at $397K in Q2 2020. 68 funds tracked by Wall St. Rank hold IFV as of Q4 2021.

Creative Financial Designs reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 58 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2021, an estimated $1K.
Creative Financial Designs first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2016 and held it in 17 quarters.
Creative Financial Designs's First Trust Dorsey Wright International Focus 5 ETF position peaked at $397K in Q2 2020.
68 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.