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Capital Directions Investment Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Capital Directions Investment 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
2017
Q4 		– Sell
-1,878
Closed -$49K – 99
2017
Q3 		$49K Hold
1,878
– – 0.02% 73
2017
Q2 		$47K Sell
1,878
-4,131
-69% -$101K 0.02% 62
2017
Q1 		$144K Buy
+6,009
New +$144K 0.05% 42

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Directions Investment Advisors's FV Position: Q4 2017 in Review

Capital Directions Investment Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2017, closing a stake of 1,878 shares — an estimated $49K sold.

Capital Directions Investment Advisors first reported a position in FV in Q1 2017 and held it in 3 quarters. The position peaked at $144K in Q1 2017. 157 funds tracked by Wall St. Rank hold FV as of Q4 2017.

  • Capital Directions Investment Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,878 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2017, an estimated $49K.
  • Capital Directions Investment Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2017 and held it in 3 quarters.
  • Capital Directions Investment Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $144K in Q1 2017.
  • 157 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.