GI
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Gradient Investments’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Gradient Investments’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
Q2 		– Sell
-100
Closed -$3.45K – 1417
2024
Q1 		$3.45K Buy
+100
New +$3.35K ﹤0.01% 775

Other funds holding FVC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gradient Investments's FVC Position: Q2 2024 in Review

Gradient Investments sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2024, closing a stake of 100 shares — an estimated $3.45K sold.

Gradient Investments first reported a position in FVC in Q1 2024 and held it in 1 quarter. The position peaked at $3.45K in Q1 2024. 51 funds tracked by Wall St. Rank hold FVC as of Q2 2024.

  • Gradient Investments reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 100 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2024, an estimated $3.45K.
  • Gradient Investments first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2024 and held it in 1 quarter.
  • Gradient Investments's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $3.45K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.