Level Four Advisory Services’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Level Four Advisory Services’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
2018 Q3	–	Sell	-7,928	Closed	-$217K	–	600
2018 Q2	$217K	Buy	+7,928	New	+$218K	0.02%	567

Other funds holding FVC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Level Four Advisory Services's FVC Position: Q3 2018 in Review

Level Four Advisory Services sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2018, closing a stake of 7,928 shares — an estimated $217K sold.

Level Four Advisory Services first reported a position in FVC in Q2 2018 and held it in 1 quarter. The position peaked at $217K in Q2 2018. 54 funds tracked by Wall St. Rank hold FVC as of Q3 2018.

Level Four Advisory Services reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 7,928 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2018, an estimated $217K.
Level Four Advisory Services first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2018 and held it in 1 quarter.
Level Four Advisory Services's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $217K in Q2 2018.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.