WP
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WMS Partners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

WMS Partners’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
Q1 		– Sell
-30,350
Closed -$529K – 202
2018
Q4 		$529K Buy
+30,350
New +$555K 0.15% 95

Other funds holding IFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

WMS Partners's IFV Position: Q1 2019 in Review

WMS Partners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q1 2019, closing a stake of 30,350 shares — an estimated $529K sold.

WMS Partners first reported a position in IFV in Q4 2018 and held it in 1 quarter. The position peaked at $529K in Q4 2018. 79 funds tracked by Wall St. Rank hold IFV as of Q1 2019.

  • WMS Partners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q1 2019 after selling out during the quarter.
  • WMS Partners sold 30,350 First Trust Dorsey Wright International Focus 5 ETF shares in Q1 2019, an estimated $529K.
  • WMS Partners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q4 2018 and held it in 1 quarter.
  • WMS Partners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $529K in Q4 2018.
  • 79 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q1 2019.

Based on WMS Partners's 13F filing for Q1 2019, filed 13 May 2019.