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

TriaGen 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 Q1	–	Sell	-89,741	Closed	-$2.08M	–	185
2021 Q4	$2.08M	Buy	89,741 +396	+0.4%	+$9.15K	1.03%	27
2021 Q3	$2.03M	Buy	89,345 +824	+0.9%	+$19.6K	1.1%	18
2021 Q2	$2.1M	Sell	88,521 -56,028	-39%	-$1.35M	1.08%	19
2021 Q1	$3.32M	Buy	144,549 +4,263	+3%	+$99.6K	1.91%	7
2020 Q4	$3.12M	Buy	+140,286	New	+$2.87M	1.83%	7

Other funds holding IFV

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

TriaGen Wealth Management's IFV Position: Q1 2022 in Review

TriaGen Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2022, closing a stake of 89,741 shares — an estimated $2.08M sold.

TriaGen Wealth Management first reported a position in IFV in Q4 2020 and held it in 5 quarters. The position peaked at $3.32M in Q1 2021. 60 funds tracked by Wall St. Rank hold IFV as of Q1 2022.

TriaGen Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 89,741 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2022, an estimated $2.08M.
TriaGen Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $3.32M in Q1 2021.
60 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.