Comprehensive Financial Consultants Institutional’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q1	–	Sell	-292	Closed	-$10K	–	272
2021 Q4	$10K	Buy	+292	New	+$10.9K	0.01%	339

Other funds holding FVC

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PFS

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's FVC Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2022, closing a stake of 292 shares — an estimated $10K sold.

Comprehensive Financial Consultants Institutional first reported a position in FVC in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 58 funds tracked by Wall St. Rank hold FVC as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 292 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2022, an estimated $10K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $10K in Q4 2021.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.