Wipfli Financial Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Wipfli Financial 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 Q3	$46K	Buy	+1,125	New	+$49.7K	﹤0.01%	1117

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

RJFSA

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

PFS

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wipfli Financial Advisors's FV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2022: 1,125 shares worth $46K. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings.

213 funds tracked by Wall St. Rank hold FV as of Q3 2022.

Wipfli Financial Advisors held 1,125 shares of First Trust Dorsey Wright Focus 5 ETF worth $46K as of Q3 2022.
First Trust Dorsey Wright Focus 5 ETF was a new Wipfli Financial Advisors position in Q3 2022.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1117 holding.
213 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.