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FSC Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

FSC Wealth Advisors’s Portfolio DYNF Stock Details DYNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,321
Closed -$315K – 40
2025
Q3 		$315K Buy
5,321
+451
+9% +$25.6K 0.18% 60
2025
Q2 		$265K Buy
+4,870
New +$244K 0.17% 59

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

FSC Wealth Advisors's DYNF Position: Q4 2025 in Review

FSC Wealth Advisors sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q4 2025, closing a stake of 5,321 shares — an estimated $315K sold.

FSC Wealth Advisors first reported a position in DYNF in Q2 2025 and held it in 2 quarters. The position peaked at $315K in Q3 2025. 787 funds tracked by Wall St. Rank hold DYNF as of Q4 2025.

  • FSC Wealth Advisors reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 5,321 BlackRock US Equity Factor Rotation ETF shares in Q4 2025, an estimated $315K.
  • FSC Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and held it in 2 quarters.
  • FSC Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $315K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.