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

Tiedemann 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
2017
Q3 		– Sell
-8,565
Closed -$213K – 384
2017
Q2 		$213K Hold
8,565
– – 0.02% 418
2017
Q1 		$206K Buy
+8,565
New +$205K 0.02% 367

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
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's FV Position: Q3 2017 in Review

Tiedemann Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2017, closing a stake of 8,565 shares — an estimated $213K sold.

Tiedemann Advisors first reported a position in FV in Q1 2017 and held it in 2 quarters. The position peaked at $213K in Q2 2017. 133 funds tracked by Wall St. Rank hold FV as of Q3 2017.

  • Tiedemann Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 8,565 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2017, an estimated $213K.
  • Tiedemann Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2017 and held it in 2 quarters.
  • Tiedemann Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $213K in Q2 2017.
  • 133 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.