Citizens Financial Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Citizens Financial Group’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
2020 Q1	–	Sell	-1,503	Closed	-$47K	–	1151
2019 Q4	$47K	Buy	1,503 +4	+0.3%	+$121	﹤0.01%	445
2019 Q3	$44K	Hold	1,499	–	–	﹤0.01%	383
2019 Q2	$46K	Buy	1,499 +1	+0.1%	+$30	﹤0.01%	367
2019 Q1	$45K	Buy	+1,498	New	+$42.9K	﹤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

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

PFS

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

RJFSA

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

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

Citizens Financial Group's FV Position: Q1 2020 in Review

Citizens Financial Group sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2020, closing a stake of 1,503 shares — an estimated $47K sold.

Citizens Financial Group first reported a position in FV in Q1 2019 and held it in 4 quarters. The position peaked at $47K in Q4 2019. 175 funds tracked by Wall St. Rank hold FV as of Q1 2020.

Citizens Financial Group reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
Citizens Financial Group sold 1,503 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2020, an estimated $47K.
Citizens Financial Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2019 and held it in 4 quarters.
Citizens Financial Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $47K in Q4 2019.
175 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2020.

Based on Citizens Financial Group's 13F filing for Q1 2020, filed 8 May 2020.