Ken Fisher
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Ken Fisher’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Ken Fisher’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
Q4 		– Sell
-4,524
Closed -$264K – 988
2024
Q3 		$264K Buy
+4,524
New +$254K ﹤0.01% 851
2024
Q2 		– Sell
-7,601
Closed -$435K – 1010
2024
Q1 		$435K Buy
+7,601
New +$410K ﹤0.01% 792
2023
Q3 		– Sell
-5,771
Closed -$271K – 1208
2023
Q2 		$271K Buy
+5,771
New +$257K ﹤0.01% 969
2023
Q1 		– Sell
-5,167
Closed -$241K – 1154
2022
Q4 		$241K Buy
+5,167
New +$241K ﹤0.01% 948

Other funds holding FV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

Ken Fisher's FV Position: Q4 2024 in Review

Ken Fisher sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2024, closing a stake of 4,524 shares — an estimated $264K sold.

Ken Fisher first reported a position in FV in Q4 2022 and held it in 4 quarters. The position peaked at $435K in Q1 2024. 332 funds tracked by Wall St. Rank hold FV as of Q4 2024.

  • Ken Fisher reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2024 after selling out during the quarter.
  • Ken Fisher sold 4,524 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2024, an estimated $264K.
  • Ken Fisher first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2022 and held it in 4 quarters.
  • Ken Fisher's First Trust Dorsey Wright Focus 5 ETF position peaked at $435K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.