Key Financial Inc’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Key Financial Inc’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 Q1	$7.7K	Hold	221	–	–	﹤0.01%	941
2025 Q4	$8.04K	Hold	221	–	–	﹤0.01%	935
2025 Q3	$7.97K	Hold	221	–	–	﹤0.01%	940
2025 Q2	$7.85K	Hold	221	–	–	﹤0.01%	919
2025 Q1	$7.78K	Hold	221	–	–	﹤0.01%	881
2024 Q4	$8.08K	Hold	221	–	–	﹤0.01%	863
2024 Q3	$7.92K	Hold	221	–	–	﹤0.01%	851
2024 Q2	$7.79K	Hold	221	–	–	﹤0.01%	840
2024 Q1	$7.63K	Hold	221	–	–	﹤0.01%	827
2023 Q4	$7.24K	Hold	221	–	–	﹤0.01%	821
2023 Q3	$6.93K	Hold	221	–	–	﹤0.01%	820
2023 Q2	$7.43K	Hold	221	–	–	﹤0.01%	807
2023 Q1	$7.29K	Hold	221	–	–	﹤0.01%	746
2022 Q4	$7.39K	Hold	221	–	–	﹤0.01%	703
2022 Q3	$7K	Hold	221	–	–	﹤0.01%	713
2022 Q2	$8K	Hold	221	–	–	﹤0.01%	678
2022 Q1	$8K	Hold	221	–	–	﹤0.01%	685
2021 Q4	$8K	Hold	221	–	–	﹤0.01%	627
2021 Q3	$8K	Hold	221	–	–	﹤0.01%	618
2021 Q2	$8K	Hold	221	–	–	﹤0.01%	613
2021 Q1	$8K	Hold	221	–	–	0.01%	522
2020 Q4	$7K	Buy	+221	New	+$6.35K	0.01%	501
2020 Q2	–	Sell	-221	Closed	-$5K	–	294
2020 Q1	$5K	Buy	+221	New	+$5.87K	0.01%	503

Other funds holding FVC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Sun Financial Midvale, Utah $200M AUM

Key Financial Inc's FVC Position: Q1 2026 in Review

Key Financial Inc held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q1 2026 at 221 shares worth $7.7K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Key Financial Inc first reported a position in FVC in Q1 2020 and has held it in 23 quarters since. The position peaked at $8.08K in Q4 2024. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

Key Financial Inc held 221 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $7.7K as of Q1 2026.
Key Financial Inc left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q1 2026.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #941 holding.
Key Financial Inc first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $8.08K in Q4 2024.
51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.