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

Zions Bancorporation’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
2024
Q4 		$88.6K Hold
1,500
– – 0.01% 378
2024
Q3 		$87.4K Hold
1,500
– – 0.01% 386
2024
Q2 		$85.9K Buy
+1,500
New +$83.7K 0.01% 389

Other funds holding FV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Zions Bancorporation's FV Position: Q4 2024 in Review

Zions Bancorporation held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q4 2024 at 1,500 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #378.

Zions Bancorporation first reported a position in FV in Q2 2024 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold FV as of Q4 2024.

  • Zions Bancorporation held 1,500 shares of First Trust Dorsey Wright Focus 5 ETF worth $88.6K as of Q4 2024.
  • Zions Bancorporation left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q4 2024.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #378 holding.
  • Zions Bancorporation first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2024 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.