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Valeo Financial Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Valeo Financial Advisors’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
2020
Q2 		– Sell
-450
Closed -$7K – 2078
2020
Q1 		$7K Hold
450
– – ﹤0.01% 1203
2019
Q4 		$10K Buy
+450
New +$8.96K ﹤0.01% 1107

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's IFV Position: Q2 2020 in Review

Valeo Financial Advisors sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2020, closing a stake of 450 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in IFV in Q4 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 60 funds tracked by Wall St. Rank hold IFV as of Q2 2020.

  • Valeo Financial Advisors reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 450 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2020, an estimated $7K.
  • Valeo Financial Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $10K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.