NFA
FV icon

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

Northwest Financial 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
2024
Q4 		– Sell
-2,344
Closed -$137K – 258
2024
Q3 		$137K Buy
+2,344
New +$132K 0.11% 129
2024
Q1 		– Sell
-2,344
Closed -$121K – 238
2023
Q4 		$121K Buy
+2,344
New +$108K 0.1% 124

Other funds holding FV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Northwest Financial Advisors's FV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2024, closing a stake of 2,344 shares — an estimated $137K sold.

Northwest Financial Advisors first reported a position in FV in Q4 2023 and held it in 2 quarters. The position peaked at $137K in Q3 2024. 332 funds tracked by Wall St. Rank hold FV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 2,344 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2024, an estimated $137K.
  • Northwest Financial Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $137K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.