Northwest Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Northwest Wealth Management’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
2019 Q2	–	Sell	-861	Closed	-$16K	–	294
2019 Q1	$16K	Hold	861	–	–	0.01%	303
2018 Q4	$15K	Hold	861	–	–	0.01%	294
2018 Q3	$17K	Hold	861	–	–	0.01%	309
2018 Q2	$18K	Hold	861	–	–	0.01%	299
2018 Q1	$19K	Buy	+861	New	+$19.7K	0.01%	304

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

PFS

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

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

Northwest Wealth Management's IFV Position: Q2 2019 in Review

Northwest Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2019, closing a stake of 861 shares — an estimated $16K sold.

Northwest Wealth Management first reported a position in IFV in Q1 2018 and held it in 5 quarters. The position peaked at $19K in Q1 2018. 75 funds tracked by Wall St. Rank hold IFV as of Q2 2019.

Northwest Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 861 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2019, an estimated $16K.
Northwest Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $19K in Q1 2018.
75 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.