IP
IFV icon

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

Investment 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
2018
Q4 		– Sell
-8,559
Closed -$1.21K – 139
2018
Q3 		$1.21K Buy
+8,559
New +$178K 0.67% 39
2015
Q3 		– Sell
-15,409
Closed -$301K – 97
2015
Q2 		$301K Buy
+15,409
New +$311K 0.36% 77

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Investment Partners's IFV Position: Q4 2018 in Review

Investment Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2018, closing a stake of 8,559 shares — an estimated $1.21K sold.

Investment Partners first reported a position in IFV in Q2 2015 and held it in 2 quarters. The position peaked at $301K in Q2 2015. 83 funds tracked by Wall St. Rank hold IFV as of Q4 2018.

  • Investment Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
  • Investment Partners sold 8,559 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2018, an estimated $1.21K.
  • Investment Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2015 and held it in 2 quarters.
  • Investment Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $301K in Q2 2015.
  • 83 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2018.

Based on Investment Partners's 13F filing for Q4 2018, filed 15 Jan 2019.