Claraphi Advisory Network’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Claraphi Advisory Network’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
2022 Q4	$1.07M	Buy	+30,698	New	+$1.08M	0.43%	79

Other funds holding FVC

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

RiverTree Advisors Winter Park, Florida $158M AUM 5.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Claraphi Advisory Network's FVC Position: Q4 2022 in Review

Claraphi Advisory Network opened a new position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2022: 30,698 shares worth $1.07M. The stake represents 0.43% of the portfolio and ranks #79 among its holdings.

65 funds tracked by Wall St. Rank hold FVC as of Q4 2022.

Claraphi Advisory Network held 30,698 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $1.07M as of Q4 2022.
First Trust Dorsey Wright Dynamic Focus 5 ETF was a new Claraphi Advisory Network position in Q4 2022.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.43% of Claraphi Advisory Network's portfolio in Q4 2022, its #79 holding.
65 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.