Cascadia Advisory Services’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$591K	Buy	+18,723	New	+$568K	0.17%	124

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cascadia Advisory Services's FV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2019: 18,723 shares worth $591K. The stake represents 0.17% of the portfolio and ranks #124 among its holdings.

204 funds tracked by Wall St. Rank hold FV as of Q4 2019.

Cascadia Advisory Services held 18,723 shares of First Trust Dorsey Wright Focus 5 ETF worth $591K as of Q4 2019.
First Trust Dorsey Wright Focus 5 ETF was a new Cascadia Advisory Services position in Q4 2019.
First Trust Dorsey Wright Focus 5 ETF made up 0.17% of Cascadia Advisory Services's portfolio in Q4 2019, its #124 holding.
204 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.