EWM
IFV icon

Executive Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-233
Closed -$5K – 433
2019
Q2 		$5K Hold
233
– – ﹤0.01% 716
2019
Q1 		$4K Hold
233
– – ﹤0.01% 671
2018
Q4 		$4K Buy
+233
New +$4.26K ﹤0.01% 704

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Executive Wealth Management's IFV Position: Q3 2019 in Review

Executive Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2019, closing a stake of 233 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in IFV in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 70 funds tracked by Wall St. Rank hold IFV as of Q3 2019.

  • Executive Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 233 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $5K in Q2 2019.
  • 70 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.