Wealthspire Advisors (Maryland)’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Wealthspire Advisors (Maryland)’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
2016 Q4	–	Sell	-15,000	Closed	-$262K	–	1794
2016 Q3	$262K	Hold	15,000	–	–	0.04%	306
2016 Q2	$249K	Hold	15,000	–	–	0.04%	306
2016 Q1	$257K	Hold	15,000	–	–	0.05%	289
2015 Q4	$268K	Buy	+15,000	New	+$271K	0.05%	282

Other funds holding IFV

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

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

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

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IFV Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2016, closing a stake of 15,000 shares — an estimated $262K sold.

Wealthspire Advisors (Maryland) first reported a position in IFV in Q4 2015 and held it in 4 quarters. The position peaked at $268K in Q4 2015. 70 funds tracked by Wall St. Rank hold IFV as of Q4 2016.

Wealthspire Advisors (Maryland) reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2016 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 15,000 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2016, an estimated $262K.
Wealthspire Advisors (Maryland) first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2015 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s First Trust Dorsey Wright International Focus 5 ETF position peaked at $268K in Q4 2015.
70 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.