EWM
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Executive Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Executive Wealth Management’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
-294
Closed -$9K – 372
2019
Q2 		$9K Hold
294
– – ﹤0.01% 631
2019
Q1 		$9K Hold
294
– – ﹤0.01% 572
2018
Q4 		$7K Buy
+294
New +$8K ﹤0.01% 624

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
AG
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

Executive Wealth Management's FV Position: Q3 2019 in Review

Executive Wealth Management sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2019, closing a stake of 294 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in FV in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 173 funds tracked by Wall St. Rank hold FV as of Q3 2019.

  • Executive Wealth Management reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 294 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $9K in Q2 2019.
  • 173 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.