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Accurate Investment Solutions’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Accurate Investment Solutions’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4
Closed – – 421
2018
Q2 		$0 Hold
4
– – ﹤0.01% 516
2018
Q1 		$0 Hold
4
– – ﹤0.01% 499
2017
Q4 		$0 Hold
4
– – ﹤0.01% 505
2017
Q3 		$0 Buy
+4
New +$102 ﹤0.01% 505

Other funds holding FV

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Accurate Investment Solutions's FV Position: Q3 2018 in Review

Accurate Investment Solutions sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2018, closing a stake of 4 shares.

Accurate Investment Solutions first reported a position in FV in Q3 2017 and held it in 4 quarters. The position peaked at $0 in Q2 2018. 165 funds tracked by Wall St. Rank hold FV as of Q3 2018.

  • Accurate Investment Solutions reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 4 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2018.
  • Accurate Investment Solutions first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's First Trust Dorsey Wright Focus 5 ETF position peaked at $0 in Q2 2018.
  • 165 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.