Cypress Wealth Services’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Cypress Wealth Services’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
2018 Q4	–	Sell	-11,500	Closed	-$233K	–	236
2018 Q3	$233K	Hold	11,500	–	–	0.08%	194
2018 Q2	$239K	Hold	11,500	–	–	0.09%	189
2018 Q1	$256K	Buy	+11,500	New	+$263K	0.11%	153

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cypress Wealth Services's IFV Position: Q4 2018 in Review

Cypress Wealth Services sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2018, closing a stake of 11,500 shares — an estimated $233K sold.

Cypress Wealth Services first reported a position in IFV in Q1 2018 and held it in 3 quarters. The position peaked at $256K in Q1 2018. 83 funds tracked by Wall St. Rank hold IFV as of Q4 2018.

Cypress Wealth Services reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
Cypress Wealth Services sold 11,500 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2018, an estimated $233K.
Cypress Wealth Services first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2018 and held it in 3 quarters.
Cypress Wealth Services's First Trust Dorsey Wright International Focus 5 ETF position peaked at $256K in Q1 2018.
83 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2018.

Based on Cypress Wealth Services's 13F filing for Q4 2018, filed 22 Jan 2019.