Koshinski Asset Management
FVC icon

Koshinski Asset Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-585
Closed -$21.4K – 1105
2022
Q1 		$21.4K Hold
585
– – ﹤0.01% 1390
2021
Q4 		$22.1K Hold
585
– – ﹤0.01% 1411
2021
Q3 		$20.6K Buy
+585
New +$21.2K ﹤0.01% 1457

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UBS Group
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management's FVC Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2022, closing a stake of 585 shares — an estimated $21.4K sold.

Koshinski Asset Management first reported a position in FVC in Q3 2021 and held it in 3 quarters. The position peaked at $22.1K in Q4 2021. 56 funds tracked by Wall St. Rank hold FVC as of Q2 2022.

  • Koshinski Asset Management reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 585 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2022, an estimated $21.4K.
  • Koshinski Asset Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $22.1K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.