FCA
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FinTrust Capital Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

FinTrust Capital 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
2024
Q3 		$16.6K Hold
285
– – ﹤0.01% 847
2024
Q2 		$16.3K Buy
+285
New +$15.9K ﹤0.01% 812

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FinTrust Capital Advisors's FV Position: Q3 2024 in Review

FinTrust Capital Advisors held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q3 2024 at 285 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

FinTrust Capital Advisors first reported a position in FV in Q2 2024 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold FV as of Q3 2024.

  • FinTrust Capital Advisors held 285 shares of First Trust Dorsey Wright Focus 5 ETF worth $16.6K as of Q3 2024.
  • FinTrust Capital Advisors left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q3 2024.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #847 holding.
  • FinTrust Capital Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2024 and has held it in 2 quarters since.
  • 309 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.