Cetera Investment Advisers
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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
2026
Q3 		$226K Sell
5,332
-75
-1% -$3.13K ﹤0.01% 4459
2026
Q2 		$237K Buy
+5,407
New +$215K ﹤0.01% 4359
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

Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Cetera Investment Advisers's FVC Position: Q3 2026 in Review

Cetera Investment Advisers reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 1.4% in Q3 2026, selling an estimated $3.13K and leaving 5,332 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #4459.

Cetera Investment Advisers first reported a position in FVC in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2020. 45 funds tracked by Wall St. Rank hold FVC as of Q3 2026.

  • Cetera Investment Advisers held 5,332 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $226K as of Q3 2026.
  • Cetera Investment Advisers sold 75 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2026, an estimated $3.13K.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q3 2026, its #4459 holding.
  • Cetera Investment Advisers first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2016 and has held it in 11 quarters since.
  • Cetera Investment Advisers's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $1.17M in Q4 2020.
  • 45 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2026.

Based on Cetera Investment Advisers's 13F filing for Q3 2026, filed 13 Nov 2026.