BRWM
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B. Riley Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

B. Riley Wealth Management’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
2019
Q1 		– Sell
-24,159
Closed -$566K – 409
2018
Q4 		$566K Sell
24,159
-21,628
-47% -$548K 0.12% 172
2018
Q3 		$1.32M Buy
+45,787
New +$1.31M 0.32% 72

Other funds holding FVC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Management's FVC Position: Q1 2019 in Review

B. Riley Wealth Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2019, closing a stake of 24,159 shares — an estimated $566K sold.

B. Riley Wealth Management first reported a position in FVC in Q3 2018 and held it in 2 quarters. The position peaked at $1.32M in Q3 2018. 56 funds tracked by Wall St. Rank hold FVC as of Q1 2019.

  • B. Riley Wealth Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q1 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 24,159 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2019, an estimated $566K.
  • B. Riley Wealth Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2018 and held it in 2 quarters.
  • B. Riley Wealth Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $1.32M in Q3 2018.
  • 56 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2019.

Based on B. Riley Wealth Management's 13F filing for Q1 2019, filed 17 May 2019.