Equitable Holdings’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Equitable Holdings’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
2021 Q1	–	Sell	-36,073	Closed	-$802K	–	754
2020 Q4	$802K	Buy	36,073 +1,856	+5%	+$38K	0.02%	357
2020 Q3	$643K	Sell	34,217 -437	-1%	-$8.15K	0.02%	374
2020 Q2	$584K	Buy	34,654 +2,205	+7%	+$34.2K	0.02%	378
2020 Q1	$445K	Buy	32,449 +1,744	+6%	+$32.9K	0.02%	383
2019 Q4	$655K	Buy	+30,705	New	+$611K	0.02%	357

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

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

PFS

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

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

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

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

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

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

Equitable Holdings's IFV Position: Q1 2021 in Review

Equitable Holdings sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2021, closing a stake of 36,073 shares — an estimated $802K sold.

Equitable Holdings first reported a position in IFV in Q4 2019 and held it in 5 quarters. The position peaked at $802K in Q4 2020. 65 funds tracked by Wall St. Rank hold IFV as of Q1 2021.

Equitable Holdings reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2021 after selling out during the quarter.
Equitable Holdings sold 36,073 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2021, an estimated $802K.
Equitable Holdings first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2019 and held it in 5 quarters.
Equitable Holdings's First Trust Dorsey Wright International Focus 5 ETF position peaked at $802K in Q4 2020.
65 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2021.

Based on Equitable Holdings's 13F filing for Q1 2021, filed 14 May 2021.