Eaton Vance Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Eaton Vance Management’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	-200	Closed	-$8K	–	2150
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	2571
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	1760
2021 Q2	$7K	Sell	200 -68	-25%	-$2.41K	﹤0.01%	2595
2021 Q1	$9K	Buy	+268	New	+$8.88K	﹤0.01%	2393

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

Eaton Vance Management's FVC Position: Q1 2022 in Review

Eaton Vance Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2022, closing a stake of 200 shares — an estimated $8K sold.

Eaton Vance Management first reported a position in FVC in Q1 2021 and held it in 4 quarters. The position peaked at $9K in Q1 2021. 58 funds tracked by Wall St. Rank hold FVC as of Q1 2022.

Eaton Vance Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 200 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2022, an estimated $8K.
Eaton Vance Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $9K in Q1 2021.
58 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.