BFC Planning, Inc.’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

BFC Planning, 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
2026 Q2	$21.3K	Hold	487	–	–	﹤0.01%	1983
2026 Q1	$17K	Hold	487	–	–	﹤0.01%	1784
2025 Q4	$17.7K	Hold	487	–	–	﹤0.01%	1802
2025 Q3	$17.6K	Hold	487	–	–	﹤0.01%	1637
2025 Q2	$17.3K	Hold	487	–	–	﹤0.01%	1556
2025 Q1	$17.1K	Hold	487	–	–	﹤0.01%	1526
2024 Q4	$17.8K	Buy	+487	New	+$18K	﹤0.01%	1512

Other funds holding FVC

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 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 $468B AUM 17.69% 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

Global Retirement Partners San Rafael, California $6.54B AUM

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

BFC Planning, Inc.'s FVC Position: Q2 2026 in Review

BFC Planning, Inc. held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q2 2026 at 487 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

BFC Planning, Inc. first reported a position in FVC in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

BFC Planning, Inc. held 487 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $21.3K as of Q2 2026.
BFC Planning, Inc. 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 BFC Planning, Inc.'s portfolio in Q2 2026, its #1983 holding.
BFC Planning, Inc. first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.