FCM
FVC icon

Fourpath Capital Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Fourpath Capital Management’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
2024
Q4 		– Sell
-791
Closed -$28.3K – 440
2024
Q3 		$28.3K Buy
+791
New +$27.3K 0.01% 392

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fourpath Capital Management's FVC Position: Q4 2024 in Review

Fourpath Capital Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2024, closing a stake of 791 shares — an estimated $28.3K sold.

Fourpath Capital Management first reported a position in FVC in Q3 2024 and held it in 1 quarter. The position peaked at $28.3K in Q3 2024. 53 funds tracked by Wall St. Rank hold FVC as of Q4 2024.

  • Fourpath Capital Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 791 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2024, an estimated $28.3K.
  • Fourpath Capital Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $28.3K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.