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Integrated Investment Consultants’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Integrated Investment Consultants’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
2017
Q3 		$4K Hold
150
– – ﹤0.01% 572
2017
Q2 		$4K Buy
+150
New +$3.68K ﹤0.01% 550

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Investment Consultants's FV Position: Q3 2017 in Review

Integrated Investment Consultants held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q3 2017 at 150 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Integrated Investment Consultants first reported a position in FV in Q2 2017 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold FV as of Q3 2017.

  • Integrated Investment Consultants held 150 shares of First Trust Dorsey Wright Focus 5 ETF worth $4K as of Q3 2017.
  • Integrated Investment Consultants left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q3 2017.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Integrated Investment Consultants's portfolio in Q3 2017, its #572 holding.
  • Integrated Investment Consultants first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2017 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2017.

Based on Integrated Investment Consultants's 13F filing for Q3 2017, filed 26 Oct 2017.