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Certified Advisory Corp’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Certified Advisory Corp’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
-152
Closed -$4K – 802
2019
Q2 		$4K Buy
+152
New +$4.05K ﹤0.01% 700

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

Certified Advisory Corp's FVC Position: Q3 2019 in Review

Certified Advisory Corp sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2019, closing a stake of 152 shares — an estimated $4K sold.

Certified Advisory Corp first reported a position in FVC in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 57 funds tracked by Wall St. Rank hold FVC as of Q3 2019.

  • Certified Advisory Corp reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
  • Certified Advisory Corp sold 152 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2019, an estimated $4K.
  • Certified Advisory Corp first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2019 and held it in 1 quarter.
  • Certified Advisory Corp's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $4K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.