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Cyndeo Wealth Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Cyndeo Wealth Partners’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
2026
Q1 		$482K Hold
7,968
– – 0.03% 335
2025
Q4 		$501K Sell
7,968
-271
-3% -$16.8K 0.03% 316
2025
Q3 		$510K Hold
8,239
– – 0.03% 304
2025
Q2 		$488K Sell
8,239
-40
-0.5% -$2.23K 0.03% 311
2025
Q1 		$454K Buy
8,279
+1
+0% +$59 0.03% 315
2024
Q4 		$489K Hold
8,278
– – 0.03% 301
2024
Q3 		$482K Hold
8,278
– – 0.03% 301
2024
Q2 		$474K Hold
8,278
– – 0.04% 288
2024
Q1 		$474K Hold
8,278
– – 0.04% 267
2023
Q4 		$427K Hold
8,278
– – 0.04% 267
2023
Q3 		$367K Hold
8,278
– – 0.04% 251
2023
Q2 		$388K Sell
8,278
-359
-4% -$16K 0.04% 238
2023
Q1 		$389K Buy
8,637
+360
+4% +$16.8K 0.04% 239
2022
Q4 		$385K Buy
+8,277
New +$386K 0.05% 237

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return