BDO Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

BDO Wealth Advisors’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 Q2	$47	Hold	1	–	–	﹤0.01%	972
2023 Q1	$46	Buy	+1	New	+$47	﹤0.01%	1049
2021 Q1	–	Sell	-40	Closed	-$2K	–	1199
2020 Q4	$2K	Buy	+40	New	+$1.5K	﹤0.01%	766

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

RJFSA

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

BDO Wealth Advisors's FV Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2023 at 1 share worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #972.

BDO Wealth Advisors first reported a position in FV in Q4 2020 and has held it in 3 quarters since. The position peaked at $2K in Q4 2020. 255 funds tracked by Wall St. Rank hold FV as of Q2 2023.

BDO Wealth Advisors held 1 share of First Trust Dorsey Wright Focus 5 ETF worth $47 as of Q2 2023.
BDO Wealth Advisors left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q2 2023.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #972 holding.
BDO Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2020 and has held it in 3 quarters since.
BDO Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $2K in Q4 2020.
255 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.