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 Q2	$241K	Hold	5,937	–	–	﹤0.01%	1348
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Chicago Partners Investment Group's FVC Position: Q2 2026 in Review

Chicago Partners Investment Group held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q2 2026 at 5,937 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Chicago Partners Investment Group first reported a position in FVC in Q1 2025 and has held it in 6 quarters since. The position peaked at $248K in Q3 2025. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

Chicago Partners Investment Group held 5,937 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $241K as of Q2 2026.
Chicago Partners Investment Group left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1348 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 6 quarters since.
Chicago Partners Investment Group's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $248K in Q3 2025.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.