Center for Financial Planning’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Center for Financial Planning’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
2021 Q3	–	Sell	-147	Closed	-$7K	–	502
2021 Q2	$7K	Hold	147	–	–	﹤0.01%	398
2021 Q1	$7K	Hold	147	–	–	﹤0.01%	425
2020 Q4	$6K	Hold	147	–	–	﹤0.01%	384
2020 Q3	$5K	Hold	147	–	–	﹤0.01%	356
2020 Q2	$5K	Hold	147	–	–	﹤0.01%	361
2020 Q1	$4K	Hold	147	–	–	﹤0.01%	434
2019 Q4	$5K	Buy	+147	New	+$4.46K	﹤0.01%	368

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

PFS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

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

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

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

Center for Financial Planning's FV Position: Q3 2021 in Review

Center for Financial Planning sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2021, closing a stake of 147 shares — an estimated $7K sold.

Center for Financial Planning first reported a position in FV in Q4 2019 and held it in 7 quarters. The position peaked at $7K in Q2 2021. 190 funds tracked by Wall St. Rank hold FV as of Q3 2021.

Center for Financial Planning reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2021 after selling out during the quarter.
Center for Financial Planning sold 147 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2021, an estimated $7K.
Center for Financial Planning first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2019 and held it in 7 quarters.
Center for Financial Planning's First Trust Dorsey Wright Focus 5 ETF position peaked at $7K in Q2 2021.
190 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2021.

Based on Center for Financial Planning's 13F filing for Q3 2021, filed 27 Oct 2021.