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Global Wealth Management Investment Advisory’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-313
Closed -$8K – 705
2018
Q4 		$8K Buy
+313
New +$8.52K ﹤0.01% 421

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Global Wealth Management Investment Advisory's FV Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2019, closing a stake of 313 shares — an estimated $8K sold.

Global Wealth Management Investment Advisory first reported a position in FV in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 179 funds tracked by Wall St. Rank hold FV as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 313 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2019, an estimated $8K.
  • Global Wealth Management Investment Advisory first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's First Trust Dorsey Wright Focus 5 ETF position peaked at $8K in Q4 2018.
  • 179 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.