WCM
FV icon

Whitener Capital Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Whitener Capital 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
2019
Q2 		– Sell
-500
Closed -$15K – 484
2019
Q1 		$15K Buy
+500
New +$14.3K 0.01% 301

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Whitener Capital Management's FV Position: Q2 2019 in Review

Whitener Capital Management sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2019, closing a stake of 500 shares — an estimated $15K sold.

Whitener Capital Management first reported a position in FV in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 179 funds tracked by Wall St. Rank hold FV as of Q2 2019.

  • Whitener Capital Management reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2019 after selling out during the quarter.
  • Whitener Capital Management sold 500 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2019, an estimated $15K.
  • Whitener Capital Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2019 and held it in 1 quarter.
  • Whitener Capital Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $15K in Q1 2019.
  • 179 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2019.

Based on Whitener Capital Management's 13F filing for Q2 2019, filed 2 Aug 2019.