Investors Research Corp’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-312	Closed	-$11.1K	–	900
2025 Q2	$11.1K	Hold	312	–	–	﹤0.01%	660
2025 Q1	$11K	Hold	312	–	–	﹤0.01%	665
2024 Q4	$11.4K	Hold	312	–	–	﹤0.01%	657
2024 Q3	$11.2K	Hold	312	–	–	﹤0.01%	672
2024 Q2	$11K	Hold	312	–	–	﹤0.01%	699
2024 Q1	$10.8K	Buy	+312	New	+$10.5K	﹤0.01%	709

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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Investors Research Corp's FVC Position: Q3 2025 in Review

Investors Research Corp sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2025, closing a stake of 312 shares — an estimated $11.1K sold.

Investors Research Corp first reported a position in FVC in Q1 2024 and held it in 6 quarters. The position peaked at $11.4K in Q4 2024. 49 funds tracked by Wall St. Rank hold FVC as of Q3 2025.

Investors Research Corp reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 312 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2025, an estimated $11.1K.
Investors Research Corp first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2024 and held it in 6 quarters.
Investors Research Corp's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $11.4K in Q4 2024.
49 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.