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 Q2	$54.7K	Hold	1,248	–	–	0.01%	550
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Founders Financial Alliance's FVC Position: Q2 2026 in Review

Founders Financial Alliance held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q2 2026 at 1,248 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #550.

Founders Financial Alliance first reported a position in FVC in Q1 2021 and has held it in 22 quarters since. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

Founders Financial Alliance held 1,248 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $54.7K as of Q2 2026.
Founders Financial Alliance left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #550 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 22 quarters since.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.