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Independent Advisor Alliance’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-24,530
Closed -$523K – 607
2019
Q4 		$523K Buy
+24,530
New +$488K 0.02% 520
2017
Q2 		– Sell
-143,291
Closed -$2.74M – 307
2017
Q1 		$2.74M Buy
+143,291
New +$2.69M 0.43% 64

Other funds holding IFV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Independent Advisor Alliance's IFV Position: Q1 2020 in Review

Independent Advisor Alliance sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2020, closing a stake of 24,530 shares — an estimated $523K sold.

Independent Advisor Alliance first reported a position in IFV in Q1 2017 and held it in 2 quarters. The position peaked at $2.74M in Q1 2017. 62 funds tracked by Wall St. Rank hold IFV as of Q1 2020.

  • Independent Advisor Alliance reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 24,530 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2020, an estimated $523K.
  • Independent Advisor Alliance first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Dorsey Wright International Focus 5 ETF position peaked at $2.74M in Q1 2017.
  • 62 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.