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

&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
2024
Q4 		– Sell
-13,889
Closed -$292K – 1656
2024
Q3 		$292K Hold
13,889
– – 0.01% 1112
2024
Q2 		$273K Hold
13,889
– – 0.01% 743
2024
Q1 		$278K Buy
+13,889
New +$271K 0.04% 388
2023
Q4 		– Sell
-16,320
Closed -$290K – 304
2023
Q3 		$290K Sell
16,320
-2,008
-11% -$36.6K 0.14% 125
2023
Q2 		$331K Hold
18,328
– – 0.15% 119
2023
Q1 		$316K Hold
18,328
– – 0.15% 115
2022
Q4 		$307K Sell
18,328
-9,293
-34% -$154K 0.15% 120
2022
Q3 		$445K Sell
27,621
-3,702
-12% -$65.8K 0.26% 89
2022
Q2 		$553K Sell
31,323
-2,931
-9% -$57.2K 0.32% 75
2022
Q1 		$714K Sell
34,254
-23,467
-41% -$511K 0.4% 58
2021
Q4 		$1.34M Sell
57,721
-5,762
-9% -$133K 0.81% 25
2021
Q3 		$1.44M Sell
63,483
-703
-1% -$16.7K 0.92% 20
2021
Q2 		$1.58M Hold
64,186
– – 1.02% 19
2021
Q1 		$1.47M Hold
64,186
– – 1.07% 20
2020
Q4 		$1.43M Sell
64,186
-4,128
-6% -$84.5K 1.2% 20
2020
Q3 		$1.28M Buy
68,314
+38,938
+133% +$726K 1.31% 18
2020
Q2 		$495K Buy
+29,376
New +$456K 0.6% 48

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

&Partners's IFV Position: Q4 2024 in Review

&Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2024, closing a stake of 13,889 shares — an estimated $292K sold.

&Partners first reported a position in IFV in Q2 2020 and held it in 17 quarters. The position peaked at $1.58M in Q2 2021. 52 funds tracked by Wall St. Rank hold IFV as of Q4 2024.

  • &Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2024 after selling out during the quarter.
  • &Partners sold 13,889 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2024, an estimated $292K.
  • &Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2020 and held it in 17 quarters.
  • &Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $1.58M in Q2 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2024.

Based on &Partners's 13F filing for Q4 2024, filed 14 Feb 2025.