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

Creative Planning’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
2023 Q1	–	Sell	-482	Closed	-$8.06K	–	2710
2022 Q4	$8.06K	Buy	+482	New	+$7.99K	﹤0.01%	2369
2017 Q3	–	Sell	-258	Closed	-$5K	–	2742
2017 Q2	$5K	Buy	+258	New	+$5.05K	﹤0.01%	3988
2015 Q4	–	Sell	-2,292	Closed	-$39K	–	4481
2015 Q3	$39K	Buy	+2,292	New	+$42.3K	﹤0.01%	2221
2015 Q2	–	Sell	-281	Closed	-$5K	–	1977
2015 Q1	$5K	Buy	+281	New	+$5.32K	﹤0.01%	3532

Other funds holding IFV

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Creative Planning's IFV Position: Q1 2023 in Review

Creative Planning sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2023, closing a stake of 482 shares — an estimated $8.06K sold.

Creative Planning first reported a position in IFV in Q1 2015 and held it in 4 quarters. The position peaked at $39K in Q3 2015. 55 funds tracked by Wall St. Rank hold IFV as of Q1 2023.

Creative Planning reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 482 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2023, an estimated $8.06K.
Creative Planning first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2015 and held it in 4 quarters.
Creative Planning's First Trust Dorsey Wright International Focus 5 ETF position peaked at $39K in Q3 2015.
55 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.