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Oliver Lagore Vanvalin Investment Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2023
Q4 		– Sell
-1,042
Closed -$46.2K – 808
2023
Q3 		$46.2K Hold
1,042
– – 0.02% 247
2023
Q2 		$48.9K Buy
+1,042
New +$46.5K 0.02% 253

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FV Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2023, closing a stake of 1,042 shares — an estimated $46.2K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FV in Q2 2023 and held it in 2 quarters. The position peaked at $48.9K in Q2 2023. 273 funds tracked by Wall St. Rank hold FV as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1,042 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2023, an estimated $46.2K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $48.9K in Q2 2023.
  • 273 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.