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

Edge 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
2017
Q3 		– Sell
-1,137
Closed -$26K – 915
2017
Q2 		$26K Buy
+1,137
New +$26K ﹤0.01% 622

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

Edge Advisors's FVC Position: Q3 2017 in Review

Edge Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2017, closing a stake of 1,137 shares — an estimated $26K sold.

Edge Advisors first reported a position in FVC in Q2 2017 and held it in 1 quarter. The position peaked at $26K in Q2 2017. 41 funds tracked by Wall St. Rank hold FVC as of Q3 2017.

  • Edge Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 1,137 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2017, an estimated $26K.
  • Edge Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2017 and held it in 1 quarter.
  • Edge Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $26K 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 Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.