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Financial Advocates Investment Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-11,431
Closed -$254K – 511
2017
Q4 		$254K Buy
+11,431
New +$249K 0.03% 394

Other funds holding IFV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Financial Advocates Investment Management's IFV Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2018, closing a stake of 11,431 shares — an estimated $254K sold.

Financial Advocates Investment Management first reported a position in IFV in Q4 2017 and held it in 1 quarter. The position peaked at $254K in Q4 2017. 87 funds tracked by Wall St. Rank hold IFV as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,431 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2018, an estimated $254K.
  • Financial Advocates Investment Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $254K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.