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Wealth Enhancement & Preservation of GA’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q1 		– Sell
-374,852
Closed -$7.99M – 52
2019
Q4 		$7.99M Buy
+374,852
New +$7.46M 4.08% 8

Other funds holding IFV

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $70.1M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IFV Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2020, closing a stake of 374,852 shares — an estimated $7.99M sold.

Wealth Enhancement & Preservation of GA first reported a position in IFV in Q4 2019 and held it in 1 quarter. The position peaked at $7.99M in Q4 2019. 62 funds tracked by Wall St. Rank hold IFV as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 374,852 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2020, an estimated $7.99M.
  • Wealth Enhancement & Preservation of GA first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's First Trust Dorsey Wright International Focus 5 ETF position peaked at $7.99M in Q4 2019.
  • 62 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.