WR Wealth Planners’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History

WR Wealth Planners’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
2024 Q2	–	Sell	-151	Closed	-$3.02K	–	1189
2024 Q1	$3.02K	Buy	+151	New	+$2.94K	﹤0.01%	806
2023 Q4	–	Sell	-149	Closed	-$2.64K	–	502
2023 Q3	$2.64K	Hold	149	–	–	﹤0.01%	744
2023 Q2	$2.69K	Buy	149 +3	+2%	+$53	﹤0.01%	745
2023 Q1	$2.52K	Hold	146	–	–	﹤0.01%	754
2022 Q4	$2.45K	Buy	146 +1	+0.7%	+$17	﹤0.01%	384
2022 Q3	$2.33K	Buy	145 +1	+0.7%	+$18	﹤0.01%	379
2022 Q2	$2.54K	Buy	144 +2	+1%	+$39	﹤0.01%	402
2022 Q1	$2.96K	Buy	+142	New	+$3.09K	﹤0.01%	401

Other funds holding IFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

WR Wealth Planners's IFV Position: Q2 2024 in Review

WR Wealth Planners sold out of First Trust Dorsey Wright International Focus 5 ETF (IFV) in Q2 2024, closing a stake of 151 shares — an estimated $3.02K sold.

WR Wealth Planners first reported a position in IFV in Q1 2022 and held it in 8 quarters. The position peaked at $3.02K in Q1 2024. 58 funds tracked by Wall St. Rank hold IFV as of Q2 2024.

WR Wealth Planners reported no remaining First Trust Dorsey Wright International Focus 5 ETF position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 151 First Trust Dorsey Wright International Focus 5 ETF shares in Q2 2024, an estimated $3.02K.
WR Wealth Planners first reported a position in First Trust Dorsey Wright International Focus 5 ETF in Q1 2022 and held it in 8 quarters.
WR Wealth Planners's First Trust Dorsey Wright International Focus 5 ETF position peaked at $3.02K in Q1 2024.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright International Focus 5 ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.