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First Foundation Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

First Foundation 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
2018
Q3 		– Sell
-6,800
Closed -$200K – 363
2018
Q2 		$200K Buy
+6,800
New +$201K 0.01% 306

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

First Foundation Advisors's FV Position: Q3 2018 in Review

First Foundation Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2018, closing a stake of 6,800 shares — an estimated $200K sold.

First Foundation Advisors first reported a position in FV in Q2 2018 and held it in 1 quarter. The position peaked at $200K in Q2 2018. 165 funds tracked by Wall St. Rank hold FV as of Q3 2018.

  • First Foundation Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2018 after selling out during the quarter.
  • First Foundation Advisors sold 6,800 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2018, an estimated $200K.
  • First Foundation Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2018 and held it in 1 quarter.
  • First Foundation Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $200K in Q2 2018.
  • 165 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2018.

Based on First Foundation Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.