Polaris Wealth Advisory Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-1,526	Closed	-$47K	–	259
2018 Q3	$47K	Buy	1,526 +457	+43%	+$14.1K	﹤0.01%	249
2018 Q2	$31K	Hold	1,069	–	–	﹤0.01%	151
2018 Q1	$31K	Buy	+1,069	New	+$31.3K	﹤0.01%	259

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

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

PFS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Polaris Wealth Advisory Group's FV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2018, closing a stake of 1,526 shares — an estimated $47K sold.

Polaris Wealth Advisory Group first reported a position in FV in Q1 2018 and held it in 3 quarters. The position peaked at $47K in Q3 2018. 172 funds tracked by Wall St. Rank hold FV as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,526 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2018, an estimated $47K.
Polaris Wealth Advisory Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $47K in Q3 2018.
172 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.