CA
FVC icon

Clearstead Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Clearstead Advisors’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
2020
Q3 		– Sell
-1,248
Closed -$31K – 903
2020
Q2 		$31K Hold
1,248
– – ﹤0.01% 482
2020
Q1 		$28K Buy
+1,248
New +$33.1K ﹤0.01% 469

Other funds holding FVC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Clearstead Advisors's FVC Position: Q3 2020 in Review

Clearstead Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2020, closing a stake of 1,248 shares — an estimated $31K sold.

Clearstead Advisors first reported a position in FVC in Q1 2020 and held it in 2 quarters. The position peaked at $31K in Q2 2020. 42 funds tracked by Wall St. Rank hold FVC as of Q3 2020.

  • Clearstead Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2020 after selling out during the quarter.
  • Clearstead Advisors sold 1,248 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2020, an estimated $31K.
  • Clearstead Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2020 and held it in 2 quarters.
  • Clearstead Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $31K in Q2 2020.
  • 42 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2020.

Based on Clearstead Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.