American Portfolios Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

American Portfolios Advisors’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
2022 Q3	$25.5K	Hold	763	–	–	﹤0.01%	2064
2022 Q2	$25.9K	Sell	763 -405	-35%	-$14.5K	﹤0.01%	2096
2022 Q1	$42.8K	Sell	1,168 -1,415	-55%	-$51.6K	﹤0.01%	1968
2021 Q4	$97.7K	Hold	2,583	–	–	﹤0.01%	1525
2021 Q3	$90.8K	Hold	2,583	–	–	﹤0.01%	1500
2021 Q2	$93.8K	Hold	2,583	–	–	﹤0.01%	1450
2021 Q1	$88.3K	Sell	2,583 -114	-4%	-$3.78K	﹤0.01%	1368
2020 Q4	$83.8K	Sell	2,697 -415	-13%	-$11.9K	﹤0.01%	1224
2020 Q3	$81.5K	Hold	3,112	–	–	﹤0.01%	1143
2020 Q2	$76.8K	Hold	3,112	–	–	0.01%	1112
2020 Q1	$69.9K	Sell	3,112 -1,445	-32%	-$38.4K	0.01%	1029
2019 Q4	$126K	Hold	4,557	–	–	0.01%	937
2019 Q3	$120K	Hold	4,557	–	–	0.01%	911
2019 Q2	$122K	Hold	4,557	–	–	0.01%	901
2019 Q1	$122K	Hold	4,557	–	–	0.01%	809
2018 Q4	$107K	Buy	4,557 +307	+7%	+$7.78K	0.01%	708
2018 Q3	$122K	Buy	4,250 +2,805	+194%	+$80.5K	0.01%	752
2018 Q2	$39.6K	Hold	1,445	–	–	0.01%	1167
2018 Q1	$38.6K	Hold	1,445	–	–	0.01%	1134
2017 Q4	$37.1K	Buy	+1,445	New	+$36.5K	0.01%	1110

Other funds holding FVC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's FVC Position: Q3 2022 in Review

American Portfolios Advisors held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q3 2022 at 763 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

American Portfolios Advisors first reported a position in FVC in Q4 2017 and has held it in 20 quarters since. The position peaked at $126K in Q4 2019. 59 funds tracked by Wall St. Rank hold FVC as of Q3 2022.

American Portfolios Advisors held 763 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $25.5K as of Q3 2022.
American Portfolios Advisors left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q3 2022.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2064 holding.
American Portfolios Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $126K in Q4 2019.
59 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.