IHT Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

IHT Wealth Management’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 Q3	–	Sell	-12,629	Closed	-$339K	–	619
2019 Q2	$339K	Buy	+12,629	New	+$337K	0.05%	368
2018 Q2	–	Sell	-221	Closed	-$6K	–	775
2018 Q1	$6K	Hold	221	–	–	﹤0.01%	1299
2017 Q4	$6K	Buy	+221	New	+$5.58K	﹤0.01%	1294
2017 Q3	–	Sell	-292	Closed	-$31	–	1469
2017 Q2	$31	Hold	292	–	–	0.02%	649
2017 Q1	$6K	Sell	292 -1,208	-81%	-$27K	﹤0.01%	926
2016 Q4	$33K	Buy	+1,500	New	+$31.9K	0.03%	488

Other funds holding FVC

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

IHT Wealth Management's FVC Position: Q3 2019 in Review

IHT Wealth Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2019, closing a stake of 12,629 shares — an estimated $339K sold.

IHT Wealth Management first reported a position in FVC in Q4 2016 and held it in 6 quarters. The position peaked at $339K in Q2 2019. 57 funds tracked by Wall St. Rank hold FVC as of Q3 2019.

IHT Wealth Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
IHT Wealth Management sold 12,629 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2019, an estimated $339K.
IHT Wealth Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $339K in Q2 2019.
57 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2019.

Based on IHT Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.