FFA
FVC icon

Founders Financial Alliance’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Founders Financial Alliance’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 		$43.5K Hold
1,248
– – 0.01% 523
2025
Q4 		$45.4K Hold
1,248
– – 0.01% 437
2025
Q3 		$45K Hold
1,248
– – 0.01% 507
2025
Q2 		$44.3K Hold
1,248
– – 0.01% 395
2025
Q1 		$43.9K Hold
1,248
– – 0.01% 454
2024
Q4 		$45.6K Hold
1,248
– – 0.01% 388
2024
Q3 		$44.7K Sell
1,248
-36
-3% -$1.24K 0.01% 401
2024
Q2 		$45.3K Hold
1,284
– – 0.01% 380
2024
Q1 		$44.3K Hold
1,284
– – 0.01% 389
2023
Q4 		$42.1K Hold
1,284
– – 0.02% 351
2023
Q3 		$40.3K Hold
1,284
– – 0.02% 335
2023
Q2 		$43.2K Hold
1,284
– – 0.02% 352
2023
Q1 		$42.3K Hold
1,284
– – 0.02% 316
2022
Q4 		$44.9K Buy
1,284
+1
+0.1% +$35 0.02% 334
2022
Q3 		$43K Hold
1,283
– – 0.02% 328
2022
Q2 		$44K Hold
1,283
– – 0.02% 344
2022
Q1 		$47K Hold
1,283
– – 0.02% 326
2021
Q4 		$49K Hold
1,283
– – 0.02% 357
2021
Q3 		$45K Buy
1,283
+435
+51% +$15.8K 0.02% 335
2021
Q2 		$31K Hold
848
– – 0.01% 372
2021
Q1 		$29K Buy
+848
New +$28.1K 0.01% 366

Other funds holding FVC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
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
SF
Sun Financial Midvale, Utah $200M AUM

Founders Financial Alliance's FVC Position: Q1 2026 in Review

Founders Financial Alliance held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q1 2026 at 1,248 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #523.

Founders Financial Alliance first reported a position in FVC in Q1 2021 and has held it in 21 quarters since. The position peaked at $49K in Q4 2021. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

  • Founders Financial Alliance held 1,248 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $43.5K as of Q1 2026.
  • Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q1 2026, its #523 holding.
  • Founders Financial Alliance first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2021 and has held it in 21 quarters since.
  • Founders Financial Alliance's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $49K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.