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

Regent Peak 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
Q1 		– Sell
-711
Closed -$29K – 458
2020
Q4 		$29K Buy
+711
New +$26.6K 0.01% 395

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regent Peak Wealth Advisors's FV Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2021, closing a stake of 711 shares — an estimated $29K sold.

Regent Peak Wealth Advisors first reported a position in FV in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 197 funds tracked by Wall St. Rank hold FV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 711 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2021, an estimated $29K.
  • Regent Peak Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $29K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.