Financial Architects (New Jersey)’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Financial Architects (New Jersey)’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	-3,256	Closed	-$64K	–	1074
2019 Q2	$64K	Buy	+3,256	New	+$62.9K	0.01%	459
2018 Q1	–	Sell	-3,997	Closed	-$89K	–	1484
2017 Q4	$89K	Hold	3,997	–	–	0.01%	518
2017 Q3	$85K	Buy	3,997 +101	+3%	+$2.1K	0.02%	533
2017 Q2	$77K	Buy	3,896 +1,845	+90%	+$36.1K	0.01%	549
2017 Q1	$39K	Buy	+2,051	New	+$38.4K	0.01%	731

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Financial Architects (New Jersey)'s IFV Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2019, closing a stake of 3,256 shares — an estimated $64K sold.

Financial Architects (New Jersey) first reported a position in IFV in Q1 2017 and held it in 5 quarters. The position peaked at $89K in Q4 2017. 70 funds tracked by Wall St. Rank hold IFV as of Q3 2019.

Financial Architects (New Jersey) reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 3,256 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2019, an estimated $64K.
Financial Architects (New Jersey) first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2017 and held it in 5 quarters.
Financial Architects (New Jersey)'s First Trust Dorsey Wright International Focus 5 ETF position peaked at $89K in Q4 2017.
70 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.