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JNBA Financial Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-613
Closed -$19K – 603
2018
Q3 		$19K Buy
+613
New +$18.9K 0.01% 319

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $43.3B AUM 29.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JNBA Financial Advisors's FV Position: Q4 2018 in Review

JNBA Financial Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2018, closing a stake of 613 shares — an estimated $19K sold.

JNBA Financial Advisors first reported a position in FV in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 172 funds tracked by Wall St. Rank hold FV as of Q4 2018.

  • JNBA Financial Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 613 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2018, an estimated $19K.
  • JNBA Financial Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $19K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.