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

Jaffetilchin 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
2024
Q1 		– Sell
-12,813
Closed -$250K – 376
2023
Q4 		$250K Buy
+12,813
New +$232K 0.02% 302
2018
Q2 		– Sell
-34,383
Closed -$764K – 332
2018
Q1 		$764K Buy
+34,383
New +$786K 0.17% 103
2017
Q4 		– Sell
-27,586
Closed -$590K – 263
2017
Q3 		$590K Buy
+27,586
New +$574K 0.14% 128
2017
Q2 		– Sell
-22,942
Closed -$439K – 258
2017
Q1 		$439K Buy
22,942
+9,784
+74% +$183K 0.11% 154
2016
Q4 		$224K Buy
+13,158
New +$227K 0.07% 216
2016
Q1 		– Sell
-24,199
Closed -$433K – 210
2015
Q4 		$433K Buy
24,199
+8,554
+55% +$154K 0.14% 107
2015
Q3 		$267K Sell
15,645
-12,986
-45% -$240K 0.1% 153
2015
Q2 		$559K Buy
28,631
+6,881
+32% +$139K 0.17% 101
2015
Q1 		$422K Buy
+21,750
New +$412K 0.13% 127

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Jaffetilchin Investment Partners's IFV Position: Q1 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2024, closing a stake of 12,813 shares — an estimated $250K sold.

Jaffetilchin Investment Partners first reported a position in IFV in Q1 2015 and held it in 9 quarters. The position peaked at $764K in Q1 2018. 56 funds tracked by Wall St. Rank hold IFV as of Q1 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 12,813 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2024, an estimated $250K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2015 and held it in 9 quarters.
  • Jaffetilchin Investment Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $764K in Q1 2018.
  • 56 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2024, filed 16 May 2024.