Integrated Wealth Concepts’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Integrated Wealth Concepts’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	$39.1K	Buy	+892	New	+$35.4K	﹤0.01%	3558

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

Integrated Wealth Concepts's FVC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2026: 892 shares worth $39.1K. The stake represents ﹤0.01% of the portfolio and ranks #3558 among its holdings.

54 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

Integrated Wealth Concepts held 892 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $39.1K as of Q2 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF was a new Integrated Wealth Concepts position in Q2 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3558 holding.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.