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

Boulder 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
2022 Q4	$80K	Buy	+1,725	New	+$80.4K	0.07%	25

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

Boulder Wealth Advisors's FV Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2022: 1,725 shares worth $80K. The stake represents 0.07% of the portfolio and ranks #25 among its holdings.

245 funds tracked by Wall St. Rank hold FV as of Q4 2022.

Boulder Wealth Advisors held 1,725 shares of First Trust Dorsey Wright Focus 5 ETF worth $80K as of Q4 2022.
First Trust Dorsey Wright Focus 5 ETF was a new Boulder Wealth Advisors position in Q4 2022.
First Trust Dorsey Wright Focus 5 ETF made up 0.07% of Boulder Wealth Advisors's portfolio in Q4 2022, its #25 holding.
245 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.