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Gryphon Financial Partners’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Gryphon Financial Partners’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
2019
Q1 		– Sell
-60,510
Closed -$1.68M – 133
2018
Q4 		$1.68M Buy
+60,510
New +$1.53M 0.43% 43

Other funds holding FVC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gryphon Financial Partners's FVC Position: Q1 2019 in Review

Gryphon Financial Partners sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2019, closing a stake of 60,510 shares — an estimated $1.68M sold.

Gryphon Financial Partners first reported a position in FVC in Q4 2018 and held it in 1 quarter. The position peaked at $1.68M in Q4 2018. 56 funds tracked by Wall St. Rank hold FVC as of Q1 2019.

  • Gryphon Financial Partners reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q1 2019 after selling out during the quarter.
  • Gryphon Financial Partners sold 60,510 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2019, an estimated $1.68M.
  • Gryphon Financial Partners first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2018 and held it in 1 quarter.
  • Gryphon Financial Partners's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $1.68M in Q4 2018.
  • 56 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2019.

Based on Gryphon Financial Partners's 13F filing for Q1 2019, filed 7 May 2019.