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Wilbanks Smith & Thomas Asset Management’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-1,750
Closed -$35K – 798
2018
Q3 		$35K Buy
+1,750
New +$36.3K ﹤0.01% 756

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IFV Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q4 2018, closing a stake of 1,750 shares — an estimated $35K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IFV in Q3 2018 and held it in 1 quarter. The position peaked at $35K in Q3 2018. 83 funds tracked by Wall St. Rank hold IFV as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,750 First Trust Dorsey Wright International Focus 5 ETF shares in Q4 2018, an estimated $35K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's First Trust Dorsey Wright International Focus 5 ETF position peaked at $35K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.