JP Morgan Private Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.94M	Buy	43,882 +22,880	+109%	+$1.06M	0.01%	746
2023 Q2	$985K	Sell	21,002 -9,552	-31%	-$426K	0.01%	768
2023 Q1	$1.38M	Buy	30,554 +688	+2%	+$32.1K	﹤0.01%	1027
2022 Q4	$1.39M	Buy	29,866 +7,886	+36%	+$367K	﹤0.01%	989
2022 Q3	$902K	Sell	21,980 -4,000	-15%	-$177K	﹤0.01%	1190
2022 Q2	$1.08M	Buy	25,980 +5,178	+25%	+$240K	﹤0.01%	1113
2022 Q1	$991K	Buy	+20,802	New	+$988K	﹤0.01%	1226

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 $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

PFS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

JP Morgan Private Wealth Advisors's FV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 109% in Q3 2023, buying an estimated $1.06M and bringing the position to 43,882 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #746.

JP Morgan Private Wealth Advisors first reported a position in FV in Q1 2022 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold FV as of Q3 2023.

JP Morgan Private Wealth Advisors held 43,882 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.94M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 22,880 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2023, an estimated $1.06M.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #746 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2022 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.