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Total Clarity Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-1,100
Closed -$35K – 268
2019
Q4 		$35K Buy
+1,100
New +$33.4K 0.03% 313

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Total Clarity Wealth Management's FV Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2020, closing a stake of 1,100 shares — an estimated $35K sold.

Total Clarity Wealth Management first reported a position in FV in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 175 funds tracked by Wall St. Rank hold FV as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,100 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2020, an estimated $35K.
  • Total Clarity Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $35K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.