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Wilbanks Smith & Thomas Asset Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-1,000
Closed -$31K – 707
2018
Q3 		$31K Buy
+1,000
New +$30.8K ﹤0.01% 785

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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FV Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2018, closing a stake of 1,000 shares — an estimated $31K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FV in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 172 funds tracked by Wall St. Rank hold FV as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,000 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2018, an estimated $31K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $31K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.