Jones Financial Companies’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Jones Financial Companies’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	$4.31K	Buy	+102	New	+$4.05K	﹤0.01%	4162

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

Jones Financial Companies's FVC Position: Q2 2026 in Review

Jones Financial Companies opened a new position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2026: 102 shares worth $4.31K. The stake represents ﹤0.01% of the portfolio and ranks #4162 among its holdings.

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

Jones Financial Companies held 102 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $4.31K as of Q2 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF was a new Jones Financial Companies position in Q2 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4162 holding.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.