Pinnacle Financial Partners (Tennessee)’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2022 Q1	–	Sell	-1,000	Closed	-$49K	–	455
2021 Q4	$49K	Hold	1,000	–	–	﹤0.01%	419
2021 Q3	$46K	Hold	1,000	–	–	﹤0.01%	411
2021 Q2	$47K	Hold	1,000	–	–	﹤0.01%	396
2021 Q1	$40K	Hold	1,000	–	–	﹤0.01%	376
2020 Q4	$34K	Hold	1,000	–	–	﹤0.01%	380
2020 Q3	$34K	Hold	1,000	–	–	﹤0.01%	370
2020 Q2	$32K	Hold	1,000	–	–	﹤0.01%	357
2020 Q1	$26K	Hold	1,000	–	–	﹤0.01%	357
2019 Q4	$32K	Buy	+1,000	New	+$30.3K	﹤0.01%	404
2019 Q2	–	Sell	-1,000	Closed	-$30K	–	401
2019 Q1	$30K	Buy	+1,000	New	+$28.6K	﹤0.01%	372
2018 Q4	–	Sell	-1,000	Closed	-$31K	–	358
2018 Q3	$31K	Hold	1,000	–	–	﹤0.01%	377
2018 Q2	$29K	Sell	1,000 -100	-9%	-$2.96K	﹤0.01%	357
2018 Q1	$32K	Buy	+1,100	New	+$32.2K	﹤0.01%	351

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

PFS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

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

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

Pinnacle Financial Partners (Tennessee)'s FV Position: Q1 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2022, closing a stake of 1,000 shares — an estimated $49K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in FV in Q1 2018 and held it in 13 quarters. The position peaked at $49K in Q4 2021. 217 funds tracked by Wall St. Rank hold FV as of Q1 2022.

Pinnacle Financial Partners (Tennessee) reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2022 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 1,000 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2022, an estimated $49K.
Pinnacle Financial Partners (Tennessee) first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2018 and held it in 13 quarters.
Pinnacle Financial Partners (Tennessee)'s First Trust Dorsey Wright Focus 5 ETF position peaked at $49K in Q4 2021.
217 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2022, filed 2 May 2022.