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

Partnership 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
2024
Q4 		– Sell
-950
Closed -$55.4K – 111
2024
Q3 		$55.4K Hold
950
– – 0.04% 116
2024
Q2 		$54.4K Hold
950
– – 0.04% 140
2024
Q1 		$54.4K Hold
950
– – 0.04% 143
2023
Q4 		$49.4K Buy
+950
New +$43.9K 0.04% 143

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

Partnership Wealth Management's FV Position: Q4 2024 in Review

Partnership Wealth Management sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2024, closing a stake of 950 shares — an estimated $55.4K sold.

Partnership Wealth Management first reported a position in FV in Q4 2023 and held it in 4 quarters. The position peaked at $55.4K in Q3 2024. 332 funds tracked by Wall St. Rank hold FV as of Q4 2024.

  • Partnership Wealth Management reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 950 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2024, an estimated $55.4K.
  • Partnership Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $55.4K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.