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

Kowal Investment Group’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
2021 Q4	–	Sell	-1,722	Closed	-$39K	–	502
2021 Q3	$39K	Buy	+1,722	New	+$41K	0.01%	273

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Kowal Investment Group's IFV Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2021, closing a stake of 1,722 shares — an estimated $39K sold.

Kowal Investment Group first reported a position in IFV in Q3 2021 and held it in 1 quarter. The position peaked at $39K in Q3 2021. 68 funds tracked by Wall St. Rank hold IFV as of Q4 2021.

Kowal Investment Group reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 1,722 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2021, an estimated $39K.
Kowal Investment Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $39K in Q3 2021.
68 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.