Winslow Evans & Crocker’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

Winslow Evans & Crocker’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
2019 Q2	–	Sell	-76	Closed	-$2K	–	1242
2019 Q1	$2K	Hold	76	–	–	﹤0.01%	1176
2018 Q4	$2K	Hold	76	–	–	﹤0.01%	1023
2018 Q3	$2K	Hold	76	–	–	﹤0.01%	1036
2018 Q2	$2K	Hold	76	–	–	﹤0.01%	1045
2018 Q1	$1.67K	Hold	76	–	–	﹤0.01%	1039
2017 Q4	$1.67K	Hold	76	–	–	﹤0.01%	1044
2017 Q3	$1.6K	Sell	76 -799	-91%	-$16.6K	﹤0.01%	1043
2017 Q2	$17.2K	Buy	875 +49	+6%	+$959	﹤0.01%	781
2017 Q1	$15.8K	Buy	826 +300	+57%	+$5.62K	0.01%	788
2016 Q4	$8.94K	Hold	526	–	–	﹤0.01%	909
2016 Q3	$9.17K	Hold	526	–	–	﹤0.01%	927
2016 Q2	$8.71K	Buy	526 +1	+0.2%	+$17	﹤0.01%	914
2016 Q1	$9K	Sell	525 -1	-0.2%	-$16	﹤0.01%	903
2015 Q4	$9.39K	Hold	526	–	–	﹤0.01%	923
2015 Q3	$8.97K	Buy	526 +76	+17%	+$1.4K	﹤0.01%	911
2015 Q2	$8.79K	Buy	+450	New	+$9.09K	﹤0.01%	957

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Winslow Evans & Crocker's IFV Position: Q2 2019 in Review

Winslow Evans & Crocker sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2019, closing a stake of 76 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in IFV in Q2 2015 and held it in 16 quarters. The position peaked at $17.2K in Q2 2017. 75 funds tracked by Wall St. Rank hold IFV as of Q2 2019.

Winslow Evans & Crocker reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 76 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2019, an estimated $2K.
Winslow Evans & Crocker first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q2 2015 and held it in 16 quarters.
Winslow Evans & Crocker's First Trust Dorsey Wright International Focus 5 ETF position peaked at $17.2K in Q2 2017.
75 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2019.

Based on Winslow Evans & Crocker's 13F filing for Q2 2019, filed 19 Jul 2019.