PCA Investment Advisory Services’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-3,448	Closed	-$162K	–	226
2023 Q2	$162K	Buy	+3,448	New	+$154K	0.1%	141

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCA Investment Advisory Services's FV Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2023, closing a stake of 3,448 shares — an estimated $162K sold.

PCA Investment Advisory Services first reported a position in FV in Q2 2023 and held it in 1 quarter. The position peaked at $162K in Q2 2023. 253 funds tracked by Wall St. Rank hold FV as of Q3 2023.

PCA Investment Advisory Services reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 3,448 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2023, an estimated $162K.
PCA Investment Advisory Services first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's First Trust Dorsey Wright Focus 5 ETF position peaked at $162K in Q2 2023.
253 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.