Peterson Financial Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Peterson Financial 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
2024 Q3	$8.67K	Buy	+149	New	+$8.37K	0.03%	224

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

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

Peterson Financial Group's FV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2024: 149 shares worth $8.67K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings.

309 funds tracked by Wall St. Rank hold FV as of Q3 2024.

Peterson Financial Group held 149 shares of First Trust Dorsey Wright Focus 5 ETF worth $8.67K as of Q3 2024.
First Trust Dorsey Wright Focus 5 ETF was a new Peterson Financial Group position in Q3 2024.
First Trust Dorsey Wright Focus 5 ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #224 holding.
309 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.