Selective Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-800	Closed	-$13K	–	401
2022 Q3	$13K	Hold	800	–	–	0.01%	482
2022 Q2	$14K	Hold	800	–	–	0.01%	517
2022 Q1	$17K	Hold	800	–	–	0.01%	473
2021 Q4	$19K	Hold	800	–	–	0.01%	417
2021 Q3	$18K	Buy	+800	New	+$19.1K	0.01%	374

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Selective Wealth Management's IFV Position: Q4 2022 in Review

Selective Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2022, closing a stake of 800 shares — an estimated $13K sold.

Selective Wealth Management first reported a position in IFV in Q3 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 63 funds tracked by Wall St. Rank hold IFV as of Q4 2022.

Selective Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 800 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2022, an estimated $13K.
Selective Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $19K in Q4 2021.
63 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.