Ahrens Investment Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$22.5K	Buy	+500	New	+$23.3K	0.01%	450
2022 Q3	–	Sell	-500	Closed	-$21K	–	444
2022 Q2	$21K	Hold	500	–	–	0.01%	491
2022 Q1	$24K	Hold	500	–	–	0.01%	548
2021 Q4	$25K	Buy	+500	New	+$24.4K	0.01%	529

Other funds holding FV

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ahrens Investment Partners's FV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2023: 500 shares worth $22.5K. The stake represents 0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FV in Q4 2021 and has held it in 4 quarters since. The position peaked at $25K in Q4 2021. 244 funds tracked by Wall St. Rank hold FV as of Q1 2023.

Ahrens Investment Partners held 500 shares of First Trust Dorsey Wright Focus 5 ETF worth $22.5K as of Q1 2023.
First Trust Dorsey Wright Focus 5 ETF was a new Ahrens Investment Partners position in Q1 2023.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #450 holding.
Ahrens Investment Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $25K in Q4 2021.
244 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.