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Dubuque Bank & Trust’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Dubuque Bank & Trust’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
2020
Q3 		– Sell
-24,550
Closed -$413K – 209
2020
Q2 		$413K Hold
24,550
– – 0.06% 142
2020
Q1 		$337K Buy
+24,550
New +$462K 0.06% 153

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Dubuque Bank & Trust's IFV Position: Q3 2020 in Review

Dubuque Bank & Trust sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2020, closing a stake of 24,550 shares — an estimated $413K sold.

Dubuque Bank & Trust first reported a position in IFV in Q1 2020 and held it in 2 quarters. The position peaked at $413K in Q2 2020. 61 funds tracked by Wall St. Rank hold IFV as of Q3 2020.

  • Dubuque Bank & Trust reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2020 after selling out during the quarter.
  • Dubuque Bank & Trust sold 24,550 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2020, an estimated $413K.
  • Dubuque Bank & Trust first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2020 and held it in 2 quarters.
  • Dubuque Bank & Trust's First Trust Dorsey Wright International Focus 5 ETF position peaked at $413K in Q2 2020.
  • 61 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2020.

Based on Dubuque Bank & Trust's 13F filing for Q3 2020, filed 28 Oct 2020.