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Householder Group Estate & Retirement Specialist’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$14K Buy
+825
New +$14.1K 0.01% 714

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IFV Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2023: 825 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings.

55 funds tracked by Wall St. Rank hold IFV as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 825 shares of First Trust Dorsey Wright International Focus 5 ETF worth $14K as of Q1 2023.
  • First Trust Dorsey Wright International Focus 5 ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • First Trust Dorsey Wright International Focus 5 ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #714 holding.
  • 55 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.