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Thompson Siegel & Walmsley’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Thompson Siegel & Walmsley’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
2017
Q4 		– Sell
-195
Closed -$5K – 845
2017
Q3 		$5K Buy
+195
New +$4.95K ﹤0.01% 772

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Thompson Siegel & Walmsley's FV Position: Q4 2017 in Review

Thompson Siegel & Walmsley sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2017, closing a stake of 195 shares — an estimated $5K sold.

Thompson Siegel & Walmsley first reported a position in FV in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 157 funds tracked by Wall St. Rank hold FV as of Q4 2017.

  • Thompson Siegel & Walmsley reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2017 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 195 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2017, an estimated $5K.
  • Thompson Siegel & Walmsley first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2017 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's First Trust Dorsey Wright Focus 5 ETF position peaked at $5K in Q3 2017.
  • 157 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2017.

Based on Thompson Siegel & Walmsley's 13F filing for Q4 2017, filed 9 Feb 2018.