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

Legacy 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
2019
Q2 		– Sell
-300
Closed -$9K – 409
2019
Q1 		$9K Buy
+300
New +$8.6K ﹤0.01% 634

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Legacy Financial Advisors's FV Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2019, closing a stake of 300 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in FV in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 179 funds tracked by Wall St. Rank hold FV as of Q2 2019.

  • Legacy Financial Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 300 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $9K in Q1 2019.
  • 179 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.