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Golden State Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Golden State Wealth 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
2025
Q2 		– Sell
-410
Closed -$14.4K – 1608
2025
Q1 		$14.4K Buy
410
+2
+0.5% +$73 ﹤0.01% 898
2024
Q4 		$14.9K Buy
+408
New +$15.1K ﹤0.01% 843

Other funds holding FVC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Golden State Wealth Management's FVC Position: Q2 2025 in Review

Golden State Wealth Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2025, closing a stake of 410 shares — an estimated $14.4K sold.

Golden State Wealth Management first reported a position in FVC in Q4 2024 and held it in 2 quarters. The position peaked at $14.9K in Q4 2024. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2025.

  • Golden State Wealth Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 410 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2025, an estimated $14.4K.
  • Golden State Wealth Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $14.9K in Q4 2024.
  • 54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.