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Oakworth Capital’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Oakworth Capital’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
2020
Q2 		– Sell
-213
Closed -$5K – 567
2020
Q1 		$5K Buy
+213
New +$5.65K ﹤0.01% 427

Other funds holding FVC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oakworth Capital's FVC Position: Q2 2020 in Review

Oakworth Capital sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2020, closing a stake of 213 shares — an estimated $5K sold.

Oakworth Capital first reported a position in FVC in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 48 funds tracked by Wall St. Rank hold FVC as of Q2 2020.

  • Oakworth Capital reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2020 after selling out during the quarter.
  • Oakworth Capital sold 213 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2020, an estimated $5K.
  • Oakworth Capital first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2020 and held it in 1 quarter.
  • Oakworth Capital's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $5K in Q1 2020.
  • 48 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2020.

Based on Oakworth Capital's 13F filing for Q2 2020, filed 11 Aug 2020.