Next Financial Group’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Next Financial Group’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
2017 Q1	–	Sell	-1,700	Closed	-$29K	–	2061
2016 Q4	$29K	Sell	1,700 -2,772	-62%	-$47.8K	0.01%	1198
2016 Q3	$78K	Buy	+4,472	New	+$77.7K	0.01%	757
2015 Q4	–	Sell	-1,060	Closed	-$18K	–	1854
2015 Q3	$18K	Hold	1,060	–	–	0.01%	990
2015 Q2	$20K	Buy	+1,060	New	+$21.4K	0.01%	1000

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

PFS

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

Next Financial Group's IFV Position: Q1 2017 in Review

Next Financial Group sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2017, closing a stake of 1,700 shares — an estimated $29K sold.

Next Financial Group first reported a position in IFV in Q2 2015 and held it in 4 quarters. The position peaked at $78K in Q3 2016. 65 funds tracked by Wall St. Rank hold IFV as of Q1 2017.

Next Financial Group reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 1,700 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2017, an estimated $29K.
Next Financial Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2015 and held it in 4 quarters.
Next Financial Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $78K in Q3 2016.
65 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.