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SageView Advisory Group’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

SageView Advisory 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
2024
Q2 		– Sell
-4,955
Closed -$424K – 616
2024
Q1 		$424K Buy
+4,955
New +$96.5K 0.02% 353

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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

SageView Advisory Group's IFV Position: Q2 2024 in Review

SageView Advisory Group sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2024, closing a stake of 4,955 shares — an estimated $424K sold.

SageView Advisory Group first reported a position in IFV in Q1 2024 and held it in 1 quarter. The position peaked at $424K in Q1 2024. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2024.

  • SageView Advisory Group reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 4,955 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2024, an estimated $424K.
  • SageView Advisory Group first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's First Trust Dorsey Wright International Focus 5 ETF position peaked at $424K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.