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MYCIO Wealth Partners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-1,059
Closed -$23K – 198
2019
Q4 		$23K Hold
1,059
– – ﹤0.01% 426
2019
Q3 		$20K Buy
+1,059
New +$20.4K ﹤0.01% 410

Other funds holding IFV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MYCIO Wealth Partners's IFV Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2020, closing a stake of 1,059 shares — an estimated $23K sold.

MYCIO Wealth Partners first reported a position in IFV in Q3 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 62 funds tracked by Wall St. Rank hold IFV as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,059 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2020, an estimated $23K.
  • MYCIO Wealth Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2019 and held it in 2 quarters.
  • MYCIO Wealth Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $23K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.