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Atria Investments’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Atria Investments’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
Q1 		$589K Sell
16,907
-1,940
-10% -$72.1K 0.01% 1359
2025
Q4 		$685K Sell
18,847
-907
-5% -$32.8K 0.01% 1270
2025
Q3 		$713K Buy
19,754
+69
+0.4% +$2.48K 0.01% 1220
2025
Q2 		$699K Sell
19,685
-4,866
-20% -$170K 0.01% 1242
2025
Q1 		$864K Sell
24,551
-2,119
-8% -$77.7K 0.01% 1065
2024
Q4 		$975K Sell
26,670
-1,880
-7% -$69.4K 0.01% 997
2024
Q3 		$1.02M Sell
28,550
-1,202
-4% -$41.5K 0.01% 959
2024
Q2 		$1.05M Buy
+29,752
New +$1.02M 0.01% 906
2024
Q1 		– Sell
-126,349
Closed -$4.14M – 984
2023
Q4 		$4.14M Buy
126,349
+2,076
+2% +$65.2K 0.06% 346
2023
Q3 		$3.9M Sell
124,273
-297,839
-71% -$9.83M 0.07% 348
2023
Q2 		$14.2M Buy
422,112
+27,805
+7% +$909K 0.26% 79
2023
Q1 		$13M Sell
394,307
-22,456
-5% -$778K 0.25% 88
2022
Q4 		$14.6M Buy
416,763
+85,766
+26% +$3.02M 0.3% 72
2022
Q3 		$11.1M Buy
330,997
+5,492
+2% +$192K 0.24% 90
2022
Q2 		$11M Buy
325,505
+209,184
+180% +$7.48M 0.23% 93
2022
Q1 		$4.26M Buy
116,321
+13,243
+13% +$483K 0.07% 318
2021
Q4 		$3.9M Sell
103,078
-3,160
-3% -$119K 0.07% 348
2021
Q3 		$3.73M Buy
106,238
+5,741
+6% +$208K 0.07% 338
2021
Q2 		$3.65M Buy
100,497
+19,919
+25% +$706K 0.07% 318
2021
Q1 		$2.75M Sell
80,578
-19,666
-20% -$652K 0.06% 362
2020
Q4 		$3.11M Sell
100,244
-178,925
-64% -$5.14M 0.08% 289
2020
Q3 		$7.32M Sell
279,169
-312,713
-53% -$8.17M 0.22% 105
2020
Q2 		$14.6M Buy
591,882
+537,149
+981% +$12.8M 0.5% 36
2020
Q1 		$1.23M Sell
54,733
-494,028
-90% -$13.1M 0.09% 202
2019
Q4 		$15.2M Sell
548,761
-21,673
-4% -$582K 0.41% 44
2019
Q3 		$15.1M Buy
570,434
+13,967
+3% +$374K 0.54% 33
2019
Q2 		$14.6M Buy
+556,467
New +$14.8M 0.55% 31

Other funds holding FVC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $200M AUM

Atria Investments's FVC Position: Q1 2026 in Review

Atria Investments reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 10% in Q1 2026, selling an estimated $72.1K and leaving 16,907 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #1359.

Atria Investments first reported a position in FVC in Q2 2019 and has held it in 27 quarters since. The position peaked at $15.2M in Q4 2019. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

  • Atria Investments held 16,907 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $589K as of Q1 2026.
  • Atria Investments sold 1,940 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2026, an estimated $72.1K.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1359 holding.
  • Atria Investments first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2019 and has held it in 27 quarters since.
  • Atria Investments's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $15.2M in Q4 2019.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.