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

Mutual 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
2018
Q4 		– Sell
-14,756
Closed -$299K – 457
2018
Q3 		$299K Sell
14,756
-2,475
-14% -$51.3K 0.05% 365
2018
Q2 		$359K Buy
17,231
+2,324
+16% +$51.1K 0.08% 292
2018
Q1 		$331K Buy
14,907
+5,339
+56% +$122K 0.08% 291
2017
Q4 		$213K Buy
+9,568
New +$208K 0.08% 267

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mutual Advisors's IFV Position: Q4 2018 in Review

Mutual Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2018, closing a stake of 14,756 shares — an estimated $299K sold.

Mutual Advisors first reported a position in IFV in Q4 2017 and held it in 4 quarters. The position peaked at $359K in Q2 2018. 83 funds tracked by Wall St. Rank hold IFV as of Q4 2018.

  • Mutual Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
  • Mutual Advisors sold 14,756 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2018, an estimated $299K.
  • Mutual Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2017 and held it in 4 quarters.
  • Mutual Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $359K in Q2 2018.
  • 83 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2018.

Based on Mutual Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.