MA
IFV icon

Montag & Associates’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Montag & Associates’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
Q1 		– Sell
-50
Closed -$1K – 863
2021
Q4 		$1K Hold
50
– – ﹤0.01% 830
2021
Q3 		$1K Hold
50
– – ﹤0.01% 832
2021
Q2 		$1K Hold
50
– – ﹤0.01% 826
2021
Q1 		$1K Buy
+50
New +$1.17K ﹤0.01% 825

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
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
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

Montag & Associates's IFV Position: Q1 2022 in Review

Montag & Associates sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2022, closing a stake of 50 shares — an estimated $1K sold.

Montag & Associates first reported a position in IFV in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 60 funds tracked by Wall St. Rank hold IFV as of Q1 2022.

  • Montag & Associates reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 50 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2022, an estimated $1K.
  • Montag & Associates first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2021 and held it in 4 quarters.
  • Montag & Associates's First Trust Dorsey Wright International Focus 5 ETF position peaked at $1K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.