Cetera Investment Advisers’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Cetera Investment Advisers’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
2025 Q4	–	Sell	-8,347	Closed	-$301K	–	4757
2025 Q3	$301K	Sell	8,347 -4	-0%	-$144	﹤0.01%	3828
2025 Q2	$297K	Sell	8,351 -393	-4%	-$13.7K	﹤0.01%	3403
2025 Q1	$308K	Buy	8,744 +1,075	+14%	+$39.4K	﹤0.01%	3248
2024 Q4	$280K	Sell	7,669 -3,134	-29%	-$116K	﹤0.01%	3164
2024 Q3	$387K	Sell	10,803 -1,040	-9%	-$35.9K	﹤0.01%	2866
2024 Q2	$418K	Buy	11,843 +2,700	+30%	+$92.2K	﹤0.01%	2734
2024 Q1	$316K	Buy	+9,143	New	+$306K	﹤0.01%	2989
2021 Q1	–	Sell	-37,541	Closed	-$1.17M	–	1636
2020 Q4	$1.17M	Buy	+37,541	New	+$1.08M	0.02%	608
2017 Q1	–	Sell	-9,829	Closed	-$211K	–	365
2016 Q4	$211K	Buy	+9,829	New	+$209K	0.07%	301

Other funds holding FVC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Cetera Investment Advisers's FVC Position: Q4 2025 in Review

Cetera Investment Advisers sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2025, closing a stake of 8,347 shares — an estimated $301K sold.

Cetera Investment Advisers first reported a position in FVC in Q4 2016 and held it in 9 quarters. The position peaked at $1.17M in Q4 2020. 49 funds tracked by Wall St. Rank hold FVC as of Q4 2025.

Cetera Investment Advisers reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2025 after selling out during the quarter.
Cetera Investment Advisers sold 8,347 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2025, an estimated $301K.
Cetera Investment Advisers first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2016 and held it in 9 quarters.
Cetera Investment Advisers's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $1.17M in Q4 2020.
49 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.