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

Crewe 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
2019 Q3	–	Sell	-1,250	Closed	-$38K	–	252
2019 Q2	$38K	Hold	1,250	–	–	0.01%	156
2019 Q1	$38K	Hold	1,250	–	–	0.01%	133
2018 Q4	$32K	Hold	1,250	–	–	0.01%	137
2018 Q3	$39K	Hold	1,250	–	–	0.03%	139
2018 Q2	$37K	Hold	1,250	–	–	0.03%	140
2018 Q1	$36K	Hold	1,250	–	–	0.04%	136
2017 Q4	$34K	Buy	+1,250	New	+$33.9K	0.03%	151

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

PFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Crewe Advisors's FV Position: Q3 2019 in Review

Crewe Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2019, closing a stake of 1,250 shares — an estimated $38K sold.

Crewe Advisors first reported a position in FV in Q4 2017 and held it in 7 quarters. The position peaked at $39K in Q3 2018. 173 funds tracked by Wall St. Rank hold FV as of Q3 2019.

Crewe Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
Crewe Advisors sold 1,250 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2019, an estimated $38K.
Crewe Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2017 and held it in 7 quarters.
Crewe Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $39K in Q3 2018.
173 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2019.

Based on Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.