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Great Diamond Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Great Diamond 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
Q1 		– Sell
-1,000
Closed -$31K – 304
2019
Q4 		$31K Buy
+1,000
New +$30.3K 0.01% 379

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Diamond Partners's FV Position: Q1 2020 in Review

Great Diamond Partners sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2020, closing a stake of 1,000 shares — an estimated $31K sold.

Great Diamond Partners first reported a position in FV in Q4 2019 and held it in 1 quarter. The position peaked at $31K in Q4 2019. 175 funds tracked by Wall St. Rank hold FV as of Q1 2020.

  • Great Diamond Partners reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 1,000 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2020, an estimated $31K.
  • Great Diamond Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $31K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.