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Laurel Wealth Planning’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Laurel Wealth Planning’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
2022
Q2 		– Sell
-1,359
Closed -$28K – 261
2022
Q1 		$28K Buy
+1,359
New +$29.6K 0.02% 143

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Planning's IFV Position: Q2 2022 in Review

Laurel Wealth Planning sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2022, closing a stake of 1,359 shares — an estimated $28K sold.

Laurel Wealth Planning first reported a position in IFV in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 65 funds tracked by Wall St. Rank hold IFV as of Q2 2022.

  • Laurel Wealth Planning reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 1,359 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2022, an estimated $28K.
  • Laurel Wealth Planning first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's First Trust Dorsey Wright International Focus 5 ETF position peaked at $28K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.