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Laurel Wealth Planning’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Laurel Wealth Planning’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
2022
Q2 		– Sell
-894
Closed -$43K – 256
2022
Q1 		$43K Buy
+894
New +$42.5K 0.03% 125

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Planning's FV Position: Q2 2022 in Review

Laurel Wealth Planning sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2022, closing a stake of 894 shares — an estimated $43K sold.

Laurel Wealth Planning first reported a position in FV in Q1 2022 and held it in 1 quarter. The position peaked at $43K in Q1 2022. 211 funds tracked by Wall St. Rank hold FV as of Q2 2022.

  • Laurel Wealth Planning reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 894 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2022, an estimated $43K.
  • Laurel Wealth Planning first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's First Trust Dorsey Wright Focus 5 ETF position peaked at $43K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.