Lenox Wealth Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Lenox Wealth Advisors’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
2019 Q3	–	Sell	-1,689	Closed	-$33K	–	631
2019 Q2	$33K	Hold	1,689	–	–	0.01%	173
2019 Q1	$32K	Hold	1,689	–	–	0.01%	162
2018 Q4	$29K	Sell	1,689 -1,689	-50%	-$30.9K	0.01%	166
2018 Q3	$68K	Hold	3,378	–	–	0.01%	116
2018 Q2	$70K	Hold	3,378	–	–	0.02%	108
2018 Q1	$75K	Hold	3,378	–	–	0.02%	128
2017 Q4	$75K	Buy	+3,378	New	+$73.6K	0.02%	85

Other funds holding IFV

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PFS

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Lenox Wealth Advisors's IFV Position: Q3 2019 in Review

Lenox Wealth Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2019, closing a stake of 1,689 shares — an estimated $33K sold.

Lenox Wealth Advisors first reported a position in IFV in Q4 2017 and held it in 7 quarters. The position peaked at $75K in Q1 2018. 70 funds tracked by Wall St. Rank hold IFV as of Q3 2019.

Lenox Wealth Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 1,689 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2019, an estimated $33K.
Lenox Wealth Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2017 and held it in 7 quarters.
Lenox Wealth Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $75K in Q1 2018.
70 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2019.

Based on Lenox Wealth Advisors's 13F filing for Q3 2019, filed 2 Oct 2019.