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Avidian Wealth Solutions LLC Has $3.35 Million Holdings in iShares MSCI EAFE Value ETF (BATS:EFV)

Avidian Wealth Solutions LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 14.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,962 shares of the company’s stock after purchasing an additional 9,046 shares during […]
United Kingdom Leelyn Smith Bessemer Group Inc Avidian Wealth Solutions Cambridge Trust Co Tortoise Investment Management

Neumann Capital Management LLC Increases Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Neumann Capital Management LLC grew its holdings in iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 1.7% during the fourth quarter, HoldingsChannel reports. The firm owned 30,575 shares of the company’s stock after acquiring an additional 500 shares during the period. Neumann Capital Management LLC’s holdings in iShares MSCI EAFE Value ETF were […]
Ascension Capital Advisors Inc Stegner Investment Associates Inc Legacy Financial Advisors Inc Value Index Fund Wrapmanager Inc Neumann Capital Management

Arete Wealth Advisors LLC Cuts Stake in iShares MSCI EAFE Value ETF (BATS:EFV)

Arete Wealth Advisors LLC lowered its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 12.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 236,237 shares of the company’s stock after selling 34,065 shares during the period. iShares MSCI […]
United Kingdom Arete Wealth Advisors Leelyn Smith Bessemer Group Inc Cambridge Trust Co Company Profile

Ibex Wealth Advisors Buys New Shares in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Ibex Wealth Advisors purchased a new position in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Rating) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 19,362 shares of the company’s stock, valued at approximately $901,000. Other large […]
Wealth Group M Kohn Company Dell Group Exchange Commission News Ratings For First Trust Dorsey Wright First Trust Dorsey Wright

Concentrum Wealth Management Boosts Position in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Concentrum Wealth Management increased its stake in shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Rating) by 4.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 130,201 shares of the company’s stock after purchasing an additional 5,566 shares during the quarter. First Trust Dorsey Wright Focus 5 ETF accounts […]
News Ratings For First Trust Dorsey Wright Wipfli Financial Advisors International Assets Investment Management Holdings Channel First Trust Dorsey Wright Luken Investment Analytics

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Cottonwood Capital Advisors LLC Sells 9,137 Shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV)

Cottonwood Capital Advisors LLC decreased its stake in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Rating) by 13.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 58,273 shares of the company’s stock after selling 9,137 shares during the period. First […]
Cottonwood Capital Advisors Exchange Commission Accurate Wealth Management News Ratings For First Trust Dorsey Wright First Trust Dorsey Wright Company Profile
Source: wkrb13.com

iShares MSCI EAFE Value ETF (BATS:EFV) Shares Sold by Aspire Wealth Management Corp

Aspire Wealth Management Corp cut its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 4.7% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 23,559 shares of the company’s stock after selling 1,159 shares during the period. iShares MSCI EAFE Value […]
Value Index Fund Stegner Investment Associates Inc S Capital Wealth Advisors Wealth Management Corp Sigfig Wealth Management Opal Wealth Advisors
Source: wkrb13.com

ARGI Investment Services LLC Takes Position in iShares MSCI EAFE Value ETF (BATS:EFV)

ARGI Investment Services LLC acquired a new stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,554 shares of the company’s stock, valued at approximately $209,000. A number of other institutional […]
United Kingdom Wealth Management Inc Argi Investment Services Securities Exchange Commission Company Profile Cambridge Trust Co

Peterson Financial Group Inc. Sells 618 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Peterson Financial Group Inc. lessened its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 3.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 15,372 shares of the company’s stock after selling 618 shares during the quarter. iShares MSCI […]
United Kingdom Wealth Management Inc Company Profile Peterson Financial Group Inc Value Index Fund Tortoise Investment Management

First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV) Short Interest Update

First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Rating) saw a large growth in short interest in the month of March. As of March 31st, there was short interest totalling 216,900 shares, a growth of 27.1% from the March 15th total of 170,600 shares. Based on an average daily volume of 270,800 shares, […]
First Trust Dorsey Wright News Ratings For First Trust Dorsey Wright Prospera Financial Services Inc Commonwealth Equity Services Morgan Stanley Wells Fargo Company

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