Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Cambridge Investment Research Advisors’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 		$333K Sell
9,569
-164
-2% -$6.1K ﹤0.01% 3184
2025
Q4 		$354K Buy
+9,733
New +$352K ﹤0.01% 3031
2025
Q3 		– Sell
-5,734
Closed -$204K – 3761
2025
Q2 		$204K Sell
5,734
-293
-5% -$10.2K ﹤0.01% 3334
2025
Q1 		$212K Sell
6,027
-101
-2% -$3.7K ﹤0.01% 3159
2024
Q4 		$224K Sell
6,128
-299
-5% -$11K ﹤0.01% 3098
2024
Q3 		$230K Sell
6,427
-1,254
-16% -$43.3K ﹤0.01% 3034
2024
Q2 		$271K Sell
7,681
-7,736
-50% -$264K ﹤0.01% 2784
2024
Q1 		$532K Buy
15,417
+916
+6% +$30.7K ﹤0.01% 2225
2023
Q4 		$475K Sell
14,501
-11,539
-44% -$363K ﹤0.01% 2218
2023
Q3 		$816K Sell
26,040
-5,816
-18% -$192K ﹤0.01% 1705
2023
Q2 		$1.07M Sell
31,856
-9,663
-23% -$316K ﹤0.01% 1564
2023
Q1 		$1.37M Sell
41,519
-1,525
-4% -$52.8K 0.01% 1362
2022
Q4 		$1.51M Buy
43,044
+9,745
+29% +$344K 0.01% 1255
2022
Q3 		$1.11M Buy
33,299
+6,096
+22% +$213K 0.01% 1399
2022
Q2 		$923K Buy
27,203
+9,552
+54% +$342K 0.01% 1538
2022
Q1 		$647K Buy
17,651
+52
+0.3% +$1.9K ﹤0.01% 1906
2021
Q4 		$666K Buy
17,599
+8,251
+88% +$309K ﹤0.01% 1877
2021
Q3 		$329K Sell
9,348
-765
-8% -$27.7K ﹤0.01% 2386
2021
Q2 		$367K Sell
10,113
-256
-2% -$9.07K ﹤0.01% 2313
2021
Q1 		$355K Sell
10,369
-1,630
-14% -$54K ﹤0.01% 2163
2020
Q4 		$373K Sell
11,999
-43,308
-78% -$1.24M ﹤0.01% 1972
2020
Q3 		$1.45M Buy
55,307
+32,078
+138% +$838K 0.01% 978
2020
Q2 		$573K Sell
23,229
-6,092
-21% -$145K ﹤0.01% 1481
2020
Q1 		$659K Buy
29,321
+1,439
+5% +$38.2K 0.01% 1211
2019
Q4 		$770K Sell
27,882
-26,313
-49% -$707K 0.01% 1305
2019
Q3 		$1.43M Sell
54,195
-5,008
-8% -$134K 0.01% 887
2019
Q2 		$1.59M Sell
59,203
-20,153
-25% -$538K 0.01% 808
2019
Q1 		$2.12M Buy
79,356
+29,429
+59% +$765K 0.02% 690
2018
Q4 		$1.17M Buy
49,927
+1,750
+4% +$44.3K 0.01% 854
2018
Q3 		$1.39M Buy
48,177
+14,185
+42% +$407K 0.01% 839
2018
Q2 		$932K Sell
33,992
-1,603
-5% -$44.2K 0.01% 1025
2018
Q1 		$951K Buy
35,595
+1,138
+3% +$31K 0.01% 964
2017
Q4 		$885K Sell
34,457
-735
-2% -$18.5K 0.01% 961
2017
Q3 		$857K Buy
35,192
+6,475
+23% +$153K 0.01% 917
2017
Q2 		$664K Sell
28,717
-3,401
-11% -$77.8K 0.01% 1032
2017
Q1 		$720K Sell
32,118
-5,970
-16% -$133K 0.01% 890
2016
Q4 		$822K Buy
38,088
+668
+2% +$14.2K 0.02% 775
2016
Q3 		$799K Sell
37,420
-1,991
-5% -$42.2K 0.01% 791
2016
Q2 		$819K Buy
+39,411
New +$805K 0.02% 705

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

Cambridge Investment Research Advisors's FVC Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 1.7% in Q1 2026, selling an estimated $6.1K and leaving 9,569 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Cambridge Investment Research Advisors first reported a position in FVC in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.12M in Q1 2019. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

  • Cambridge Investment Research Advisors held 9,569 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $333K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 164 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2026, an estimated $6.1K.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3184 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2016 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $2.12M in Q1 2019.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.