Buckingham Strategic Wealth’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Buckingham Strategic 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
2024 Q2	$213K	Buy	+3,725	New	+$208K	﹤0.01%	693

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Buckingham Strategic Wealth's FV Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2024: 3,725 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

293 funds tracked by Wall St. Rank hold FV as of Q2 2024.

Buckingham Strategic Wealth held 3,725 shares of First Trust Dorsey Wright Focus 5 ETF worth $213K as of Q2 2024.
First Trust Dorsey Wright Focus 5 ETF was a new Buckingham Strategic Wealth position in Q2 2024.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #693 holding.
293 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.