WFG Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

WFG Advisors’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
2017 Q2	$424K	Buy	21,589 +780	+4%	+$15.3K	0.1%	220
2017 Q1	$398K	Sell	20,809 -679	-3%	-$12.7K	0.11%	207
2016 Q4	$366K	Sell	21,488 -1,399	-6%	-$24.1K	0.09%	245
2016 Q3	$400K	Sell	22,887 -622	-3%	-$10.8K	0.1%	212
2016 Q2	$390K	Buy	23,509 +2,031	+9%	+$34.8K	0.1%	200
2016 Q1	$368K	Sell	21,478 -18,505	-46%	-$301K	0.11%	202
2015 Q4	$715K	Sell	39,983 -12,302	-24%	-$222K	0.21%	117
2015 Q3	$893K	Sell	52,285 -38,267	-42%	-$706K	0.28%	79
2015 Q2	$1.77M	Buy	90,552 +76,350	+538%	+$1.54M	0.49%	34
2015 Q1	$275K	Buy	14,202 +11,202	+373%	+$212K	0.08%	273
2014 Q4	$55K	Buy	3,000 +1,500	+100%	+$27.5K	0.01%	851
2014 Q3	$28K	Buy	+1,500	New	+$29.3K	0.01%	1150

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

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

RJA

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

RJFSA

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

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

WFG Advisors's IFV Position: Q2 2017 in Review

WFG Advisors increased its First Trust Dorsey Wright International Focus 5 ETF (IFV) stake by 3.7% in Q2 2017, buying an estimated $15.3K and bringing the position to 21,589 shares worth $424K. The position accounts for 0.1% of the portfolio, ranked #220.

WFG Advisors first reported a position in IFV in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.77M in Q2 2015. 69 funds tracked by Wall St. Rank hold IFV as of Q2 2017.

WFG Advisors held 21,589 shares of First Trust Dorsey Wright International Focus 5 ETF worth $424K as of Q2 2017.
WFG Advisors bought 780 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2017, an estimated $15.3K.
First Trust Dorsey Wright International Focus 5 ETF made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #220 holding.
WFG Advisors first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2014 and has held it in 12 quarters since.
WFG Advisors's First Trust Dorsey Wright International Focus 5 ETF position peaked at $1.77M in Q2 2015.
69 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.