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Onyx Bridge Wealth Group’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Onyx Bridge Wealth 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
2023
Q2 		– Sell
-123,112
Closed -$2.12M – 250
2023
Q1 		$2.12M Sell
123,112
-7,896
-6% -$135K 0.85% 22
2022
Q4 		$2.22M Buy
+131,008
New +$2.17M 0.9% 18

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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Onyx Bridge Wealth Group's IFV Position: Q2 2023 in Review

Onyx Bridge Wealth Group sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2023, closing a stake of 123,112 shares — an estimated $2.12M sold.

Onyx Bridge Wealth Group first reported a position in IFV in Q4 2022 and held it in 2 quarters. The position peaked at $2.22M in Q4 2022. 53 funds tracked by Wall St. Rank hold IFV as of Q2 2023.

  • Onyx Bridge Wealth Group reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2023 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 123,112 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2023, an estimated $2.12M.
  • Onyx Bridge Wealth Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $2.22M in Q4 2022.
  • 53 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2023, filed 25 Jul 2023.