Harvest Investment Services’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Harvest Investment Services’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 Q4	–	Sell	-19,734	Closed	-$712K	–	346
2025 Q3	$712K	Sell	19,734 -33	-0.2%	-$1.19K	0.14%	157
2025 Q2	$702K	Buy	19,767 +33	+0.2%	+$1.15K	0.16%	150
2025 Q1	$694K	Hold	19,734	–	–	0.19%	124
2024 Q4	$721K	Buy	+19,734	New	+$729K	0.18%	140

Other funds holding FVC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Harvest Investment Services's FVC Position: Q4 2025 in Review

Harvest Investment Services sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2025, closing a stake of 19,734 shares — an estimated $712K sold.

Harvest Investment Services first reported a position in FVC in Q4 2024 and held it in 4 quarters. The position peaked at $721K in Q4 2024. 49 funds tracked by Wall St. Rank hold FVC as of Q4 2025.

Harvest Investment Services reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2025 after selling out during the quarter.
Harvest Investment Services sold 19,734 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2025, an estimated $712K.
Harvest Investment Services first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2024 and held it in 4 quarters.
Harvest Investment Services's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $721K in Q4 2024.
49 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.