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

Atria Wealth Solutions’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
2025 Q2	–	Sell	-8,072	Closed	-$284K	–	1621
2025 Q1	$284K	Sell	8,072 -1,447	-15%	-$53K	﹤0.01%	1498
2024 Q4	$348K	Buy	9,519 +3,209	+51%	+$118K	﹤0.01%	1455
2024 Q3	$226K	Hold	6,310	–	–	﹤0.01%	1698
2024 Q2	$222K	Hold	6,310	–	–	﹤0.01%	1694
2024 Q1	$218K	Hold	6,310	–	–	﹤0.01%	1776
2023 Q4	$207K	Buy	+6,310	New	+$198K	﹤0.01%	1755
2023 Q3	–	Sell	-6,310	Closed	-$212K	–	1905
2023 Q2	$212K	Hold	6,310	–	–	﹤0.01%	1657
2023 Q1	$208K	Hold	6,310	–	–	﹤0.01%	1654
2022 Q4	$221K	Hold	6,310	–	–	﹤0.01%	1549
2022 Q3	$211K	Hold	6,310	–	–	﹤0.01%	1524
2022 Q2	$214K	Hold	6,310	–	–	﹤0.01%	1415
2022 Q1	$231K	Buy	+6,310	New	+$230K	﹤0.01%	1484

Other funds holding FVC

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GWM

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

Atria Wealth Solutions's FVC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2025, closing a stake of 8,072 shares — an estimated $284K sold.

Atria Wealth Solutions first reported a position in FVC in Q1 2022 and held it in 12 quarters. The position peaked at $348K in Q4 2024. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,072 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2025, an estimated $284K.
Atria Wealth Solutions first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $348K in Q4 2024.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.