Hefty Wealth Partners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Hefty Wealth Partners’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
2017 Q1	–	Sell	-630	Closed	-$10K	–	254
2016 Q4	$10K	Sell	630 -48,811	-99%	-$842K	0.01%	160
2016 Q3	$863K	Buy	49,441 +2,737	+6%	+$47.6K	0.66%	55
2016 Q2	$775K	Buy	46,704 +1,691	+4%	+$28.9K	0.64%	60
2016 Q1	$771K	Buy	45,013 +7,579	+20%	+$123K	0.72%	53
2015 Q4	$669K	Buy	+37,434	New	+$675K	0.64%	57

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

PFS

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

Hefty Wealth Partners's IFV Position: Q1 2017 in Review

Hefty Wealth Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2017, closing a stake of 630 shares — an estimated $10K sold.

Hefty Wealth Partners first reported a position in IFV in Q4 2015 and held it in 5 quarters. The position peaked at $863K in Q3 2016. 65 funds tracked by Wall St. Rank hold IFV as of Q1 2017.

Hefty Wealth Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2017 after selling out during the quarter.
Hefty Wealth Partners sold 630 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2017, an estimated $10K.
Hefty Wealth Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2015 and held it in 5 quarters.
Hefty Wealth Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $863K in Q3 2016.
65 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.