Bessemer Group
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Bessemer Group’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Bessemer Group’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
2021
Q4 		– Sell
-2,000
Closed -$70K – 1892
2021
Q3 		$70K Buy
+2,000
New +$72.5K ﹤0.01% 998

Other funds holding FVC

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bessemer Group's FVC Position: Q4 2021 in Review

Bessemer Group sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2021, closing a stake of 2,000 shares — an estimated $70K sold.

Bessemer Group first reported a position in FVC in Q3 2021 and held it in 1 quarter. The position peaked at $70K in Q3 2021. 56 funds tracked by Wall St. Rank hold FVC as of Q4 2021.

  • Bessemer Group reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2021 after selling out during the quarter.
  • Bessemer Group sold 2,000 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2021, an estimated $70K.
  • Bessemer Group first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2021 and held it in 1 quarter.
  • Bessemer Group's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $70K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2021.

Based on Bessemer Group's 13F filing for Q4 2021, filed 27 Jan 2022.