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Next Financial Group’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Next Financial Group’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
Q4 		– Sell
-100
Closed -$3K – 1998
2018
Q3 		$3K Buy
+100
New +$2.87K ﹤0.01% 1245
2017
Q4 		– Sell
-160
Closed -$4K – 667
2017
Q3 		$4K Buy
+160
New +$3.78K ﹤0.01% 1479

Other funds holding FVC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Next Financial Group's FVC Position: Q4 2018 in Review

Next Financial Group sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Next Financial Group first reported a position in FVC in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 62 funds tracked by Wall St. Rank hold FVC as of Q4 2018.

  • Next Financial Group reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 100 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2018, an estimated $3K.
  • Next Financial Group first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2017 and held it in 2 quarters.
  • Next Financial Group's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $4K in Q3 2017.
  • 62 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.