Dynamic Advisor Solutions’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Dynamic Advisor Solutions’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
2017 Q4	–	Sell	-13,516	Closed	-$289K	–	254
2017 Q3	$289K	Sell	13,516 -3,227	-19%	-$67.2K	0.11%	182
2017 Q2	$329K	Sell	16,743 -1,324	-7%	-$25.9K	0.13%	172
2017 Q1	$345K	Sell	18,067 -647	-3%	-$12.1K	0.13%	167
2016 Q4	$319K	Sell	18,714 -1,915	-9%	-$33K	0.13%	172
2016 Q3	$360K	Sell	20,629 -1,390	-6%	-$24.1K	0.14%	175
2016 Q2	$365K	Sell	22,019 -1,675	-7%	-$28.7K	0.15%	152
2016 Q1	$406K	Sell	23,694 -97	-0.4%	-$1.58K	0.17%	134
2015 Q4	$426K	Buy	23,791 +362	+2%	+$6.53K	0.18%	144
2015 Q3	$400K	Buy	+23,429	New	+$432K	0.2%	117

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

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RJFSA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Dynamic Advisor Solutions's IFV Position: Q4 2017 in Review

Dynamic Advisor Solutions sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2017, closing a stake of 13,516 shares — an estimated $289K sold.

Dynamic Advisor Solutions first reported a position in IFV in Q3 2015 and held it in 9 quarters. The position peaked at $426K in Q4 2015. 81 funds tracked by Wall St. Rank hold IFV as of Q4 2017.

Dynamic Advisor Solutions reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2017 after selling out during the quarter.
Dynamic Advisor Solutions sold 13,516 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2017, an estimated $289K.
Dynamic Advisor Solutions first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2015 and held it in 9 quarters.
Dynamic Advisor Solutions's First Trust Dorsey Wright International Focus 5 ETF position peaked at $426K in Q4 2015.
81 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2017.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2017, filed 9 Feb 2018.