RWB
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RMR Wealth Builders’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-627
Closed -$14K – 397
2021
Q1 		$14K Buy
+627
New +$14.6K ﹤0.01% 558

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

RMR Wealth Builders's IFV Position: Q2 2021 in Review

RMR Wealth Builders sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2021, closing a stake of 627 shares — an estimated $14K sold.

RMR Wealth Builders first reported a position in IFV in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 70 funds tracked by Wall St. Rank hold IFV as of Q2 2021.

  • RMR Wealth Builders reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 627 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2021, an estimated $14K.
  • RMR Wealth Builders first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's First Trust Dorsey Wright International Focus 5 ETF position peaked at $14K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.