Clearview Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Clearview Wealth 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
2022 Q2	–	Sell	-70	Closed	-$3.24K	–	612
2022 Q1	$3K	Hold	70	–	–	﹤0.01%	488
2021 Q4	$3K	Buy	+70	New	+$3.42K	﹤0.01%	545

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

PFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Clearview Wealth Advisors's FV Position: Q2 2022 in Review

Clearview Wealth Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2022, closing a stake of 70 shares — an estimated $3.24K sold.

Clearview Wealth Advisors first reported a position in FV in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 211 funds tracked by Wall St. Rank hold FV as of Q2 2022.

Clearview Wealth Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 70 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2022, an estimated $3.24K.
Clearview Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2021 and held it in 2 quarters.
Clearview Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $3K in Q1 2022.
211 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2022.

Based on Clearview Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.