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Simplicity Solutions’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Simplicity Solutions’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
2015
Q3 		– Sell
-40,587
Closed -$793K – 133
2015
Q2 		$793K Buy
+40,587
New +$820K 0.75% 27

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Simplicity Solutions's IFV Position: Q3 2015 in Review

Simplicity Solutions sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q3 2015, closing a stake of 40,587 shares — an estimated $793K sold.

Simplicity Solutions first reported a position in IFV in Q2 2015 and held it in 1 quarter. The position peaked at $793K in Q2 2015. 72 funds tracked by Wall St. Rank hold IFV as of Q3 2015.

  • Simplicity Solutions reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q3 2015 after selling out during the quarter.
  • Simplicity Solutions sold 40,587 First Trust Dorsey Wright International Focus 5 ETF shares in Q3 2015, an estimated $793K.
  • Simplicity Solutions first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2015 and held it in 1 quarter.
  • Simplicity Solutions's First Trust Dorsey Wright International Focus 5 ETF position peaked at $793K in Q2 2015.
  • 72 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q3 2015.

Based on Simplicity Solutions's 13F filing for Q3 2015, filed 30 Oct 2015.