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Iron Horse Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Iron Horse Wealth Management’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
2024
Q1 		– Sell
-178
Closed -$9.19K – 484
2023
Q4 		$9.19K Hold
178
– – ﹤0.01% 198
2023
Q3 		$7.89K Buy
+178
New +$8.28K ﹤0.01% 210

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Iron Horse Wealth Management's FV Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2024, closing a stake of 178 shares — an estimated $9.19K sold.

Iron Horse Wealth Management first reported a position in FV in Q3 2023 and held it in 2 quarters. The position peaked at $9.19K in Q4 2023. 284 funds tracked by Wall St. Rank hold FV as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 178 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2024, an estimated $9.19K.
  • Iron Horse Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $9.19K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.