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

LVW 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
2015
Q2 		– Sell
-37,430
Closed -$899K – 150
2015
Q1 		$899K Buy
+37,430
New +$866K 0.43% 48

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVW Advisors's FV Position: Q2 2015 in Review

LVW Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2015, closing a stake of 37,430 shares — an estimated $899K sold.

LVW Advisors first reported a position in FV in Q1 2015 and held it in 1 quarter. The position peaked at $899K in Q1 2015. 104 funds tracked by Wall St. Rank hold FV as of Q2 2015.

  • LVW Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2015 after selling out during the quarter.
  • LVW Advisors sold 37,430 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2015, an estimated $899K.
  • LVW Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2015 and held it in 1 quarter.
  • LVW Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $899K in Q1 2015.
  • 104 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2015.

Based on LVW Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.