Clarfeld Financial Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Clarfeld Financial 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
2018 Q4	$38K	Buy	+1,498	New	+$40.8K	0.03%	118

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFS

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

CAN

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

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

RJFSA

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

Clarfeld Financial Advisors's FV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2018: 1,498 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings.

172 funds tracked by Wall St. Rank hold FV as of Q4 2018.

Clarfeld Financial Advisors held 1,498 shares of First Trust Dorsey Wright Focus 5 ETF worth $38K as of Q4 2018.
First Trust Dorsey Wright Focus 5 ETF was a new Clarfeld Financial Advisors position in Q4 2018.
First Trust Dorsey Wright Focus 5 ETF made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #118 holding.
172 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.