Guardian Wealth Advisors (North Carolina)’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-200	Closed	-$6.97K	–	447
2026 Q1	$6.97K	Buy	+200	New	+$7.43K	﹤0.01%	555
2025 Q3	–	Sell	-200	Closed	-$7.11K	–	416
2025 Q2	$7.11K	Hold	200	–	–	﹤0.01%	497
2025 Q1	$7.04K	Hold	200	–	–	﹤0.01%	472
2024 Q4	$7.31K	Hold	200	–	–	﹤0.01%	451
2024 Q3	$7.16K	Sell	200 -200	-50%	-$6.91K	﹤0.01%	394
2024 Q2	$14.1K	Hold	400	–	–	﹤0.01%	355
2024 Q1	$13.8K	Sell	400 -121	-23%	-$4.05K	﹤0.01%	375
2023 Q4	$17.1K	Sell	521 -125	-19%	-$3.93K	﹤0.01%	360
2023 Q3	$20.3K	Hold	646	–	–	﹤0.01%	333
2023 Q2	$21.7K	Hold	646	–	–	﹤0.01%	318
2023 Q1	$21.3K	Sell	646 -1,466	-69%	-$50.8K	﹤0.01%	312
2022 Q4	$74K	Sell	2,112 -7,343	-78%	-$259K	0.01%	235
2022 Q3	$316K	Sell	9,455 -605	-6%	-$21.1K	0.06%	142
2022 Q2	$341K	Sell	10,060 -786	-7%	-$28.1K	0.06%	133
2022 Q1	$398K	Sell	10,846 -3,862	-26%	-$141K	0.17%	102
2021 Q4	$556K	Buy	+14,708	New	+$552K	0.24%	77

Other funds holding FVC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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 $445B AUM 25.58% 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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FVC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2026, closing a stake of 200 shares — an estimated $6.97K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FVC in Q4 2021 and held it in 16 quarters. The position peaked at $556K in Q4 2021. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 200 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2026, an estimated $6.97K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $556K in Q4 2021.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.