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Farmers & Merchants Investments Inc’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q3 		– Sell
-690
Closed -$23.2K – 1782
2023
Q2 		$23.2K Buy
+690
New +$22.6K ﹤0.01% 488

Other funds holding FVC

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Mariner
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Farmers & Merchants Investments Inc's FVC Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2023, closing a stake of 690 shares — an estimated $23.2K sold.

Farmers & Merchants Investments Inc first reported a position in FVC in Q2 2023 and held it in 1 quarter. The position peaked at $23.2K in Q2 2023. 54 funds tracked by Wall St. Rank hold FVC as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 690 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2023, an estimated $23.2K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $23.2K in Q2 2023.
  • 54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.