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Crewe Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Crewe 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
2024
Q3 		– Sell
-567
Closed -$11.2K – 847
2024
Q2 		$11.2K Buy
+567
New +$11.2K ﹤0.01% 670

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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Crewe Advisors's IFV Position: Q3 2024 in Review

Crewe Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2024, closing a stake of 567 shares — an estimated $11.2K sold.

Crewe Advisors first reported a position in IFV in Q2 2024 and held it in 1 quarter. The position peaked at $11.2K in Q2 2024. 54 funds tracked by Wall St. Rank hold IFV as of Q3 2024.

  • Crewe Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 567 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2024, an estimated $11.2K.
  • Crewe Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2024 and held it in 1 quarter.
  • Crewe Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $11.2K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.