Creative Planning
FVC icon

Creative Planning’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-27
Closed -$1K – 2555
2017
Q2 		$1K Buy
+27
New +$618 ﹤0.01% 4433

Other funds holding FVC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Creative Planning's FVC Position: Q3 2017 in Review

Creative Planning sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2017, closing a stake of 27 shares — an estimated $1K sold.

Creative Planning first reported a position in FVC in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 41 funds tracked by Wall St. Rank hold FVC as of Q3 2017.

  • Creative Planning reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 27 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2017, an estimated $1K.
  • Creative Planning first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2017 and held it in 1 quarter.
  • Creative Planning's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $1K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.