KIG
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Kessler Investment Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Kessler Investment Group’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
Q2 		– Sell
-380
Closed -$9K – 97
2017
Q1 		$9K Buy
+380
New +$9.11K 0.01% 79

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

Kessler Investment Group's FV Position: Q2 2017 in Review

Kessler Investment Group sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2017, closing a stake of 380 shares — an estimated $9K sold.

Kessler Investment Group first reported a position in FV in Q1 2017 and held it in 1 quarter. The position peaked at $9K in Q1 2017. 138 funds tracked by Wall St. Rank hold FV as of Q2 2017.

  • Kessler Investment Group reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2017 after selling out during the quarter.
  • Kessler Investment Group sold 380 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2017, an estimated $9K.
  • Kessler Investment Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2017 and held it in 1 quarter.
  • Kessler Investment Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $9K in Q1 2017.
  • 138 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2017.

Based on Kessler Investment Group's 13F filing for Q2 2017, filed 19 Jul 2017.