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

Integrated Advisors Network’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
2022 Q4	–	Sell	-5,119	Closed	-$210K	–	652
2022 Q3	$210K	Buy	5,119 +2	+0%	+$88	0.01%	586
2022 Q2	$212K	Buy	+5,117	New	+$237K	0.01%	608

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Integrated Advisors Network's FV Position: Q4 2022 in Review

Integrated Advisors Network sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2022, closing a stake of 5,119 shares — an estimated $210K sold.

Integrated Advisors Network first reported a position in FV in Q2 2022 and held it in 2 quarters. The position peaked at $212K in Q2 2022. 245 funds tracked by Wall St. Rank hold FV as of Q4 2022.

Integrated Advisors Network reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2022 after selling out during the quarter.
Integrated Advisors Network sold 5,119 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2022, an estimated $210K.
Integrated Advisors Network first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2022 and held it in 2 quarters.
Integrated Advisors Network's First Trust Dorsey Wright Focus 5 ETF position peaked at $212K in Q2 2022.
245 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.