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

Meridian Wealth 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
2021 Q3	–	Sell	-4,250	Closed	-$201K	–	199
2021 Q2	$201K	Sell	4,250 -1,000	-19%	-$46.2K	0.06%	190
2021 Q1	$234K	Hold	5,250	–	–	0.08%	160
2020 Q4	$212K	Buy	+5,250	New	+$197K	0.08%	164
2019 Q1	–	Sell	-5,480	Closed	-$138K	–	228
2018 Q4	$138K	Buy	+5,480	New	+$149K	0.11%	144

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Meridian Wealth Advisors's FV Position: Q3 2021 in Review

Meridian Wealth Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2021, closing a stake of 4,250 shares — an estimated $201K sold.

Meridian Wealth Advisors first reported a position in FV in Q4 2018 and held it in 4 quarters. The position peaked at $234K in Q1 2021. 190 funds tracked by Wall St. Rank hold FV as of Q3 2021.

Meridian Wealth Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2021 after selling out during the quarter.
Meridian Wealth Advisors sold 4,250 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2021, an estimated $201K.
Meridian Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2018 and held it in 4 quarters.
Meridian Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $234K in Q1 2021.
190 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2021.

Based on Meridian Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.