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Oak Point Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$646K Buy
22,997
+3,157
+16% +$92.3K 0.66% 45
2017
Q4 		$544K Buy
+19,840
New +$538K 0.54% 51

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Oak Point Wealth Management's FV Position: Q1 2018 in Review

Oak Point Wealth Management increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 16% in Q1 2018, buying an estimated $92.3K and bringing the position to 22,997 shares worth $646K. The position accounts for 0.66% of the portfolio, ranked #45.

Oak Point Wealth Management first reported a position in FV in Q4 2017 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold FV as of Q1 2018.

  • Oak Point Wealth Management held 22,997 shares of First Trust Dorsey Wright Focus 5 ETF worth $646K as of Q1 2018.
  • Oak Point Wealth Management bought 3,157 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2018, an estimated $92.3K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.66% of Oak Point Wealth Management's portfolio in Q1 2018, its #45 holding.
  • Oak Point Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2017 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.