Advisortrust Partners’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Advisortrust Partners’s Portfolio FVC Stock Details FVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-331	Closed	-$11.5K	–	226
2026 Q1	$11.5K	Buy	+331	New	+$12.3K	﹤0.01%	236

Other funds holding FVC

PFS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Advisortrust Partners's FVC Position: Q2 2026 in Review

Advisortrust Partners sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2026, closing a stake of 331 shares — an estimated $11.5K sold.

Advisortrust Partners first reported a position in FVC in Q1 2026 and held it in 1 quarter. The position peaked at $11.5K in Q1 2026. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

Advisortrust Partners reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2026 after selling out during the quarter.
Advisortrust Partners sold 331 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2026, an estimated $11.5K.
Advisortrust Partners first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2026 and held it in 1 quarter.
Advisortrust Partners's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $11.5K in Q1 2026.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.