CAC
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Certified Advisory Corp’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Certified Advisory Corp’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
Q3 		– Sell
-464
Closed -$14K – 801
2019
Q2 		$14K Buy
+464
New +$13.9K 0.01% 534
2018
Q1 		– Sell
-48,317
Closed -$48K – 752
2017
Q4 		$48K Buy
+48,317
New +$1.31M 0.03% 242

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
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
AG
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

Certified Advisory Corp's FV Position: Q3 2019 in Review

Certified Advisory Corp sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2019, closing a stake of 464 shares — an estimated $14K sold.

Certified Advisory Corp first reported a position in FV in Q4 2017 and held it in 2 quarters. The position peaked at $48K in Q4 2017. 173 funds tracked by Wall St. Rank hold FV as of Q3 2019.

  • Certified Advisory Corp reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 464 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2019, an estimated $14K.
  • Certified Advisory Corp first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2017 and held it in 2 quarters.
  • Certified Advisory Corp's First Trust Dorsey Wright Focus 5 ETF position peaked at $48K in Q4 2017.
  • 173 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.