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Liberty Capital Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Liberty Capital Management’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
2018
Q1 		– Sell
-283
Closed -$8K – 147
2017
Q4 		$8K Hold
283
– – ﹤0.01% 244
2017
Q3 		$8K Hold
283
– – ﹤0.01% 254
2017
Q2 		$7K Buy
+283
New +$6.95K ﹤0.01% 247

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Liberty Capital Management's FV Position: Q1 2018 in Review

Liberty Capital Management sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2018, closing a stake of 283 shares — an estimated $8K sold.

Liberty Capital Management first reported a position in FV in Q2 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 169 funds tracked by Wall St. Rank hold FV as of Q1 2018.

  • Liberty Capital Management reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 283 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2018, an estimated $8K.
  • Liberty Capital Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2017 and held it in 3 quarters.
  • Liberty Capital Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $8K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.