Hefty Wealth Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Hefty Wealth 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
2018 Q1	$1.06M	Buy	37,035 +322	+0.9%	+$9.42K	0.68%	46
2017 Q4	$1.01M	Buy	36,713 +2,008	+6%	+$54.4K	0.63%	44
2017 Q3	$908K	Buy	34,705 +2,019	+6%	+$51.3K	0.6%	50
2017 Q2	$811K	Buy	32,686 +1,484	+5%	+$36.4K	0.55%	57
2017 Q1	$750K	Sell	31,202 -9,120	-23%	-$219K	0.55%	68
2016 Q4	$933K	Sell	40,322 -970	-2%	-$22.1K	0.78%	42
2016 Q3	$945K	Buy	41,292 +2,051	+5%	+$46.8K	0.72%	52
2016 Q2	$877K	Buy	39,241 +1,743	+5%	+$38.1K	0.72%	49
2016 Q1	$810K	Buy	37,498 +5,885	+19%	+$123K	0.76%	49
2015 Q4	$742K	Buy	+31,613	New	+$732K	0.71%	46

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Hefty Wealth Partners's FV Position: Q1 2018 in Review

Hefty Wealth Partners increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.88% in Q1 2018, buying an estimated $9.42K and bringing the position to 37,035 shares worth $1.06M. The position accounts for 0.68% of the portfolio, ranked #46.

Hefty Wealth Partners first reported a position in FV in Q4 2015 and has held it in 10 quarters since. 169 funds tracked by Wall St. Rank hold FV as of Q1 2018.

Hefty Wealth Partners held 37,035 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.06M as of Q1 2018.
Hefty Wealth Partners bought 322 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2018, an estimated $9.42K.
First Trust Dorsey Wright Focus 5 ETF made up 0.68% of Hefty Wealth Partners's portfolio in Q1 2018, its #46 holding.
Hefty Wealth Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2015 and has held it in 10 quarters since.
169 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.