Western Wealth Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Western Wealth Management’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	-13,149	Closed	-$180K	–	441
2020 Q1	$180K	Sell	13,149 -497	-4%	-$9.36K	0.04%	351
2019 Q4	$291K	Buy	13,646 +2,464	+22%	+$49.1K	0.04%	316
2019 Q3	$214K	Sell	11,182 -650	-5%	-$12.5K	0.04%	361
2019 Q2	$234K	Buy	11,832 +10	+0.1%	+$193	0.03%	351
2019 Q1	$227K	Sell	11,822 -499	-4%	-$9.52K	0.05%	343
2018 Q4	$214K	Buy	+12,321	New	+$225K	0.06%	317

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

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

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

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

Western Wealth Management's IFV Position: Q2 2020 in Review

Western Wealth Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2020, closing a stake of 13,149 shares — an estimated $180K sold.

Western Wealth Management first reported a position in IFV in Q4 2018 and held it in 6 quarters. The position peaked at $291K in Q4 2019. 60 funds tracked by Wall St. Rank hold IFV as of Q2 2020.

Western Wealth Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2020 after selling out during the quarter.
Western Wealth Management sold 13,149 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2020, an estimated $180K.
Western Wealth Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2018 and held it in 6 quarters.
Western Wealth Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $291K 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 Western Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.