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

Signal Advisors Wealth’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
2024
Q2 		– Sell
-4,057
Closed -$232K – 148
2024
Q1 		$232K Buy
+4,057
New +$219K 0.06% 269

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Signal Advisors Wealth's FV Position: Q2 2024 in Review

Signal Advisors Wealth sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2024, closing a stake of 4,057 shares — an estimated $232K sold.

Signal Advisors Wealth first reported a position in FV in Q1 2024 and held it in 1 quarter. The position peaked at $232K in Q1 2024. 293 funds tracked by Wall St. Rank hold FV as of Q2 2024.

  • Signal Advisors Wealth reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2024 after selling out during the quarter.
  • Signal Advisors Wealth sold 4,057 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2024, an estimated $232K.
  • Signal Advisors Wealth first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2024 and held it in 1 quarter.
  • Signal Advisors Wealth's First Trust Dorsey Wright Focus 5 ETF position peaked at $232K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2024.

Based on Signal Advisors Wealth's 13F filing for Q2 2024, filed 23 Jul 2024.