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International Assets Investment Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

International Assets Investment Management’s Portfolio FVC Stock Details FVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-20,461
Closed -$449K – 412
2020
Q1 		$449K Buy
+20,461
New +$543K 0.14% 145

Other funds holding FVC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

International Assets Investment Management's FVC Position: Q2 2020 in Review

International Assets Investment Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2020, closing a stake of 20,461 shares — an estimated $449K sold.

International Assets Investment Management first reported a position in FVC in Q1 2020 and held it in 1 quarter. The position peaked at $449K in Q1 2020. 48 funds tracked by Wall St. Rank hold FVC as of Q2 2020.

  • International Assets Investment Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2020 after selling out during the quarter.
  • International Assets Investment Management sold 20,461 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2020, an estimated $449K.
  • International Assets Investment Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2020 and held it in 1 quarter.
  • International Assets Investment Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $449K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2020.

Based on International Assets Investment Management's 13F filing for Q2 2020, filed 20 Jul 2020.