Pinnacle Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$47K	Buy	+1,000	New	+$46.2K	﹤0.01%	396

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

PFS

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

RJFSA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Pinnacle Wealth Advisors's FV Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2021: 1,000 shares worth $47K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings.

191 funds tracked by Wall St. Rank hold FV as of Q2 2021.

Pinnacle Wealth Advisors held 1,000 shares of First Trust Dorsey Wright Focus 5 ETF worth $47K as of Q2 2021.
First Trust Dorsey Wright Focus 5 ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #396 holding.
191 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.