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Mark Sheptoff Financial Planning’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Mark Sheptoff Financial 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
2017
Q3 		– Sell
-144
Closed -$4K – 378
2017
Q2 		$4K Sell
144
-1
-0.7% -$25 ﹤0.01% 313
2017
Q1 		$3K Buy
145
+1
+0.7% +$24 ﹤0.01% 324
2016
Q4 		$3K Hold
144
– – ﹤0.01% 314
2016
Q3 		$3K Buy
+144
New +$3.29K ﹤0.01% 314

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 $807M AUM 18.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's FV Position: Q3 2017 in Review

Mark Sheptoff Financial Planning sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2017, closing a stake of 144 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in FV in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q2 2017. 133 funds tracked by Wall St. Rank hold FV as of Q3 2017.

  • Mark Sheptoff Financial Planning reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2017 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 144 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2017, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2016 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's First Trust Dorsey Wright Focus 5 ETF position peaked at $4K in Q2 2017.
  • 133 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2017.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2017, filed 9 Nov 2017.