Mariner
IFV icon

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

Mariner’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
2023
Q4 		– Sell
-51,458
Closed -$913K – 3113
2023
Q3 		$913K Buy
51,458
+4,665
+10% +$85.1K ﹤0.01% 1366
2023
Q2 		$846K Buy
46,793
+79
+0.2% +$1.4K ﹤0.01% 1401
2023
Q1 		$805K Buy
46,714
+1,429
+3% +$24.5K ﹤0.01% 1389
2022
Q4 		$758K Buy
+45,285
New +$750K ﹤0.01% 1380

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 $9.2B AUM 23.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Mariner's IFV Position: Q4 2023 in Review

Mariner sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2023, closing a stake of 51,458 shares — an estimated $913K sold.

Mariner first reported a position in IFV in Q4 2022 and held it in 4 quarters. The position peaked at $913K in Q3 2023. 57 funds tracked by Wall St. Rank hold IFV as of Q4 2023.

  • Mariner reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2023 after selling out during the quarter.
  • Mariner sold 51,458 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2023, an estimated $913K.
  • Mariner first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2022 and held it in 4 quarters.
  • Mariner's First Trust Dorsey Wright International Focus 5 ETF position peaked at $913K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2023.

Based on Mariner's 13F filing for Q4 2023, filed 14 Feb 2024.