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Braun-Bostich & Associates’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-183,744
Closed -$8.87M – 100
2021
Q4 		$8.87M Buy
+183,744
New +$8.98M 2.11% 13

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Braun-Bostich & Associates's FV Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2022, closing a stake of 183,744 shares — an estimated $8.87M sold.

Braun-Bostich & Associates first reported a position in FV in Q4 2021 and held it in 1 quarter. The position peaked at $8.87M in Q4 2021. 217 funds tracked by Wall St. Rank hold FV as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 183,744 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2022, an estimated $8.87M.
  • Braun-Bostich & Associates first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's First Trust Dorsey Wright Focus 5 ETF position peaked at $8.87M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.