WealthPLAN Partners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

WealthPLAN Partners’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 Q4	$23.4K	Buy	+1,309	New	+$23.6K	﹤0.01%	866

Other funds holding IFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

WealthPLAN Partners's IFV Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2015: 1,309 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings.

79 funds tracked by Wall St. Rank hold IFV as of Q4 2015.

WealthPLAN Partners held 1,309 shares of First Trust Dorsey Wright International Focus 5 ETF worth $23.4K as of Q4 2015.
First Trust Dorsey Wright International Focus 5 ETF was a new WealthPLAN Partners position in Q4 2015.
First Trust Dorsey Wright International Focus 5 ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #866 holding.
79 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.