Chicago Partners Investment Group’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Chicago Partners Investment 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
2026 Q1	$222K	Sell	5,937 -57	-1%	-$2.12K	0.01%	1284
2025 Q4	$231K	Sell	5,994 -837	-12%	-$30.3K	0.01%	1170
2025 Q3	$248K	Buy	6,831 +42	+0.6%	+$1.51K	0.01%	1051
2025 Q2	$244K	Buy	6,789 +72	+1%	+$2.51K	0.01%	943
2025 Q1	$233K	Buy	+6,717	New	+$246K	0.01%	795

Other funds holding FVC

PFS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Sun Financial Midvale, Utah $200M AUM

Chicago Partners Investment Group's FVC Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 0.95% in Q1 2026, selling an estimated $2.12K and leaving 5,937 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1284.

Chicago Partners Investment Group first reported a position in FVC in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q3 2025. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

Chicago Partners Investment Group held 5,937 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $222K as of Q1 2026.
Chicago Partners Investment Group sold 57 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2026, an estimated $2.12K.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1284 holding.
Chicago Partners Investment Group first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2025 and has held it in 5 quarters since.
Chicago Partners Investment Group's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $248K in Q3 2025.
51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.