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

Financial Gravity Asset 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
2024
Q2 		– Sell
-320
Closed -$6.4K – 1926
2024
Q1 		$6.4K Buy
+320
New +$6.23K ﹤0.01% 814
2023
Q3 		– Sell
-18
Closed -$10.3K – 1494
2023
Q2 		$10.3K Buy
+18
New +$320 0.03% 331
2023
Q1 		– Sell
-17
Closed -$7.64K – 1386
2022
Q4 		$7.64K Buy
+17
New +$282 0.04% 335

Other funds holding IFV

Morgan Stanley
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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Financial Gravity Asset Management's IFV Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2024, closing a stake of 320 shares — an estimated $6.4K sold.

Financial Gravity Asset Management first reported a position in IFV in Q4 2022 and held it in 3 quarters. The position peaked at $10.3K in Q2 2023. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 320 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2024, an estimated $6.4K.
  • Financial Gravity Asset Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $10.3K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.