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

EverSource Wealth 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
2026 Q1	$5.78K	Hold	166	–	–	﹤0.01%	3197
2025 Q4	$6.04K	Hold	166	–	–	﹤0.01%	3044
2025 Q3	$5.99K	Hold	166	–	–	﹤0.01%	3078
2025 Q2	$5.9K	Hold	166	–	–	﹤0.01%	3087
2025 Q1	$5.84K	Hold	166	–	–	﹤0.01%	2420
2024 Q4	$6.07K	Hold	166	–	–	﹤0.01%	2256
2024 Q3	$5.95K	Hold	166	–	–	﹤0.01%	2150
2024 Q2	$5.76K	Hold	166	–	–	﹤0.01%	2170
2024 Q1	$5.46K	Hold	166	–	–	﹤0.01%	2010
2023 Q4	$5.44K	Hold	166	–	–	﹤0.01%	1823
2023 Q3	$5.2K	Buy	+166	New	+$5.48K	﹤0.01%	1698

Other funds holding FVC

PFS

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sun Financial Midvale, Utah $200M AUM

EverSource Wealth Advisors's FVC Position: Q1 2026 in Review

EverSource Wealth Advisors held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q1 2026 at 166 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

EverSource Wealth Advisors first reported a position in FVC in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.07K in Q4 2024. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

EverSource Wealth Advisors held 166 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $5.78K as of Q1 2026.
EverSource Wealth Advisors left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q1 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3197 holding.
EverSource Wealth Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $6.07K in Q4 2024.
51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.