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

V Wealth 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
2022 Q4	–	Sell	-5,472	Closed	-$224K	–	380
2022 Q3	$224K	Buy	+5,472	New	+$242K	0.04%	336
2017 Q3	–	Sell	-5,885	Closed	-$146K	–	390
2017 Q2	$146K	Buy	+5,885	New	+$145K	0.07%	205

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

V Wealth Advisors's FV Position: Q4 2022 in Review

V Wealth Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2022, closing a stake of 5,472 shares — an estimated $224K sold.

V Wealth Advisors first reported a position in FV in Q2 2017 and held it in 2 quarters. The position peaked at $224K in Q3 2022. 245 funds tracked by Wall St. Rank hold FV as of Q4 2022.

V Wealth Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 5,472 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2022, an estimated $224K.
V Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2017 and held it in 2 quarters.
V Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $224K in Q3 2022.
245 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.