BFEC
FVC icon

Benjamin F. Edwards & Company’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Benjamin F. Edwards & Company’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
Q3 		– Sell
-260
Closed -$7K – 1878
2019
Q2 		$7K Hold
260
– – ﹤0.01% 1518
2019
Q1 		$7K Hold
260
– – ﹤0.01% 1404
2018
Q4 		$6K Hold
260
– – ﹤0.01% 1403
2018
Q3 		$7K Hold
260
– – ﹤0.01% 1344
2018
Q2 		$7K Hold
260
– – ﹤0.01% 1342
2018
Q1 		$7K Hold
260
– – ﹤0.01% 1338
2017
Q4 		$7K Hold
260
– – ﹤0.01% 1283
2017
Q3 		$6K Hold
260
– – ﹤0.01% 1275
2017
Q2 		$6K Buy
+260
New +$5.95K ﹤0.01% 1200
2017
Q1 		– Sell
-1,001
Closed -$22K – 1357
2016
Q4 		$22K Buy
+1,001
New +$21.3K ﹤0.01% 775

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Benjamin F. Edwards & Company's FVC Position: Q3 2019 in Review

Benjamin F. Edwards & Company sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2019, closing a stake of 260 shares — an estimated $7K sold.

Benjamin F. Edwards & Company first reported a position in FVC in Q4 2016 and held it in 10 quarters. The position peaked at $22K in Q4 2016. 57 funds tracked by Wall St. Rank hold FVC as of Q3 2019.

  • Benjamin F. Edwards & Company reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 260 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2019, an estimated $7K.
  • Benjamin F. Edwards & Company first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2016 and held it in 10 quarters.
  • Benjamin F. Edwards & Company's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $22K in Q4 2016.
  • 57 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2019, filed 5 Nov 2019.