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

PFS 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
-225
Closed -$4.74K – 454
2024
Q3 		$4.74K Buy
+225
New +$4.54K ﹤0.01% 358

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

PFS Partners's IFV Position: Q4 2024 in Review

PFS Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2024, closing a stake of 225 shares — an estimated $4.74K sold.

PFS Partners first reported a position in IFV in Q3 2024 and held it in 1 quarter. The position peaked at $4.74K in Q3 2024. 52 funds tracked by Wall St. Rank hold IFV as of Q4 2024.

  • PFS Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2024 after selling out during the quarter.
  • PFS Partners sold 225 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2024, an estimated $4.74K.
  • PFS Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2024 and held it in 1 quarter.
  • PFS Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $4.74K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2024.

Based on PFS Partners's 13F filing for Q4 2024, filed 27 Jan 2025.