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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Sun Financial Midvale, Utah $200M AUM

Guardian Wealth Advisors (North Carolina)'s FVC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2026: 200 shares worth $6.97K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FVC as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FVC in Q4 2021 and has held it in 16 quarters since. The position peaked at $556K in Q4 2021. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 200 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $6.97K as of Q1 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #555 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $556K in Q4 2021.
51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.