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SevenBridge Financial Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

SevenBridge Financial 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
Q1 		– Sell
-225
Closed -$6K – 617
2017
Q4 		$6K Buy
+225
New +$6.1K ﹤0.01% 490

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

SevenBridge Financial Group's FV Position: Q1 2018 in Review

SevenBridge Financial Group sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2018, closing a stake of 225 shares — an estimated $6K sold.

SevenBridge Financial Group first reported a position in FV in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 169 funds tracked by Wall St. Rank hold FV as of Q1 2018.

  • SevenBridge Financial Group reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 225 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2018, an estimated $6K.
  • SevenBridge Financial Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2017 and held it in 1 quarter.
  • SevenBridge Financial Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $6K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.