MPS Loria Financial Planners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-500	Closed	-$22K	–	285
2021 Q1	$22K	Hold	500	–	–	0.01%	231
2020 Q4	$20K	Hold	500	–	–	0.01%	235
2020 Q3	$17K	Hold	500	–	–	0.01%	208
2020 Q2	$16K	Buy	+500	New	+$15.1K	0.01%	217
2017 Q3	–	Sell	-500	Closed	-$13K	–	175
2017 Q2	$13K	Buy	+500	New	+$12.3K	0.01%	272

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

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

RJA

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

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

MPS Loria Financial Planners's FV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2021, closing a stake of 500 shares — an estimated $22K sold.

MPS Loria Financial Planners first reported a position in FV in Q2 2017 and held it in 5 quarters. The position peaked at $22K in Q1 2021. 191 funds tracked by Wall St. Rank hold FV as of Q2 2021.

MPS Loria Financial Planners reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 500 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2021, an estimated $22K.
MPS Loria Financial Planners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's First Trust Dorsey Wright Focus 5 ETF position peaked at $22K in Q1 2021.
191 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.