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

Engrave 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
2020
Q3 		– Sell
-418
Closed -$13K – 197
2020
Q2 		$13K Hold
418
– – 0.01% 223
2020
Q1 		$10K Hold
418
– – 0.01% 208
2019
Q4 		$13K Buy
+418
New +$12.7K 0.01% 272

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Engrave Wealth Partners's FV Position: Q3 2020 in Review

Engrave Wealth Partners sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2020, closing a stake of 418 shares — an estimated $13K sold.

Engrave Wealth Partners first reported a position in FV in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 169 funds tracked by Wall St. Rank hold FV as of Q3 2020.

  • Engrave Wealth Partners reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 418 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2020, an estimated $13K.
  • Engrave Wealth Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $13K in Q2 2020.
  • 169 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.