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

WealthShield 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
2018 Q4	–	Sell	-1,478	Closed	-$30K	–	262
2018 Q3	$30K	Hold	1,478	–	–	0.02%	181
2018 Q2	$31K	Hold	1,478	–	–	0.02%	168
2018 Q1	$33K	Hold	1,478	–	–	0.02%	164
2017 Q4	$33K	Buy	+1,478	New	+$32.2K	0.02%	167

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's IFV Position: Q4 2018 in Review

WealthShield Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2018, closing a stake of 1,478 shares — an estimated $30K sold.

WealthShield Partners first reported a position in IFV in Q4 2017 and held it in 4 quarters. The position peaked at $33K in Q1 2018. 83 funds tracked by Wall St. Rank hold IFV as of Q4 2018.

WealthShield Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
WealthShield Partners sold 1,478 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2018, an estimated $30K.
WealthShield Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2017 and held it in 4 quarters.
WealthShield Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $33K in Q1 2018.
83 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2018.

Based on WealthShield Partners's 13F filing for Q4 2018, filed 14 Feb 2019.