Axim Planning & Wealth’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Axim Planning & Wealth’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
2022 Q4	–	Sell	-34	Closed	-$1K	–	78
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	159
2022 Q2	$1K	Buy	+34	New	+$1.58K	﹤0.01%	131

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS

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

Axim Planning & Wealth's FV Position: Q4 2022 in Review

Axim Planning & Wealth sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2022, closing a stake of 34 shares — an estimated $1K sold.

Axim Planning & Wealth first reported a position in FV in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 245 funds tracked by Wall St. Rank hold FV as of Q4 2022.

Axim Planning & Wealth reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 34 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2022, an estimated $1K.
Axim Planning & Wealth first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's First Trust Dorsey Wright Focus 5 ETF position peaked at $1K in Q3 2022.
245 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.