RFS
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Retirement Financial Solutions’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-221
Closed -$10.3K – 93
2022
Q4 		$10.3K Buy
+221
New +$10.3K 0.01% 138

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Retirement Financial Solutions's FV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2023, closing a stake of 221 shares — an estimated $10.3K sold.

Retirement Financial Solutions first reported a position in FV in Q4 2022 and held it in 1 quarter. The position peaked at $10.3K in Q4 2022. 244 funds tracked by Wall St. Rank hold FV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 221 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2023, an estimated $10.3K.
  • Retirement Financial Solutions first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's First Trust Dorsey Wright Focus 5 ETF position peaked at $10.3K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.