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

WealthStone’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
2019
Q3 		– Sell
-261
Closed -$7.94K – 262
2019
Q2 		$7.94K Buy
+261
New +$7.81K ﹤0.01% 277

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthStone's FV Position: Q3 2019 in Review

WealthStone sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2019, closing a stake of 261 shares — an estimated $7.94K sold.

WealthStone first reported a position in FV in Q2 2019 and held it in 1 quarter. The position peaked at $7.94K in Q2 2019. 173 funds tracked by Wall St. Rank hold FV as of Q3 2019.

  • WealthStone reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 261 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2019, an estimated $7.94K.
  • WealthStone first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2019 and held it in 1 quarter.
  • WealthStone's First Trust Dorsey Wright Focus 5 ETF position peaked at $7.94K in Q2 2019.
  • 173 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.