BerganKDV Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

BerganKDV Wealth Management’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	$17.5K	Buy	+374	New	+$16.7K	﹤0.01%	503

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

BerganKDV Wealth Management's FV Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2023: 374 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings.

255 funds tracked by Wall St. Rank hold FV as of Q2 2023.

BerganKDV Wealth Management held 374 shares of First Trust Dorsey Wright Focus 5 ETF worth $17.5K as of Q2 2023.
First Trust Dorsey Wright Focus 5 ETF was a new BerganKDV Wealth Management position in Q2 2023.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #503 holding.
255 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.