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IFP Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

IFP Advisors’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
Q2 		– Sell
-11
Closed -$387 – 4955
2025
Q1 		$387 Buy
+11
New +$403 ﹤0.01% 3516
2024
Q4 		– Sell
-1,676
Closed -$60K – 4620
2024
Q3 		$60K Buy
+1,676
New +$57.9K ﹤0.01% 1644
2023
Q4 		– Sell
-697
Closed -$21.9K – 3159
2023
Q3 		$21.9K Sell
697
-61
-8% -$2.01K ﹤0.01% 1900
2023
Q2 		$25.5K Sell
758
-120
-14% -$3.92K ﹤0.01% 1900
2023
Q1 		$24.8K Sell
878
-3,818
-81% -$132K ﹤0.01% 1926
2022
Q4 		$132K Buy
4,696
+1,646
+54% +$58K ﹤0.01% 1587
2022
Q3 		$85K Hold
3,050
– – ﹤0.01% 1977
2022
Q2 		$85K Hold
3,050
– – ﹤0.01% 1801
2022
Q1 		$85K Buy
+3,050
New +$111K ﹤0.01% 1801
2019
Q4 		– Sell
-7,938
Closed -$213K – 2938
2019
Q3 		$208K Buy
+7,938
New +$212K 0.01% 755
2019
Q1 		$109K Buy
4,050
+2,850
+238% +$74.1K 0.01% 657
2018
Q4 		$28K Buy
1,200
+800
+200% +$20.3K ﹤0.01% 1936
2018
Q3 		$12K Buy
+400
New +$11.5K ﹤0.01% 2742
2017
Q4 		– Sell
-100
Closed -$2K – 3905
2017
Q3 		$2K Hold
100
– – ﹤0.01% 3736
2017
Q2 		$2K Buy
+100
New +$2.29K ﹤0.01% 3720
2016
Q3 		– Sell
-7,065
Closed -$147K – 3945
2016
Q2 		$147K Buy
7,065
+3,015
+74% +$61.5K 0.01% 1127
2016
Q1 		$109K Buy
+4,050
New +$81.5K 0.01% 657

Other funds holding FVC

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IFP Advisors's FVC Position: Q2 2025 in Review

IFP Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2025, closing a stake of 11 shares — an estimated $387 sold.

IFP Advisors first reported a position in FVC in Q1 2016 and held it in 17 quarters. The position peaked at $208K in Q3 2019. 54 funds tracked by Wall St. Rank hold FVC as of Q2 2025.

  • IFP Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 11 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2025, an estimated $387.
  • IFP Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2016 and held it in 17 quarters.
  • IFP Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $208K in Q3 2019.
  • 54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.