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

WealthShield’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	$1.5M	Buy	+54,064	New	+$1.46M	0.92%	25

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

WealthShield's FV Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2017: 54,064 shares worth $1.5M. The stake represents 0.92% of the portfolio and ranks #25 among its holdings.

157 funds tracked by Wall St. Rank hold FV as of Q4 2017.

WealthShield held 54,064 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.5M as of Q4 2017.
First Trust Dorsey Wright Focus 5 ETF was a new WealthShield position in Q4 2017.
First Trust Dorsey Wright Focus 5 ETF made up 0.92% of WealthShield's portfolio in Q4 2017, its #25 holding.
157 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.