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Cue Advisory Services’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Cue Advisory Services’s Portfolio FVC Stock Details FVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,400
Closed -$329K – 45
2018
Q3 		$329K Buy
+11,400
New +$327K 0.2% 129

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RJFSA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cue Advisory Services's FVC Position: Q4 2018 in Review

Cue Advisory Services sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2018, closing a stake of 11,400 shares — an estimated $329K sold.

Cue Advisory Services first reported a position in FVC in Q3 2018 and held it in 1 quarter. The position peaked at $329K in Q3 2018. 62 funds tracked by Wall St. Rank hold FVC as of Q4 2018.

  • Cue Advisory Services reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
  • Cue Advisory Services sold 11,400 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2018, an estimated $329K.
  • Cue Advisory Services first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2018 and held it in 1 quarter.
  • Cue Advisory Services's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $329K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.