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OneDigital Investment Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

OneDigital Investment Advisors’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
2025
Q4 		– Sell
-17,973
Closed -$648K – 1539
2025
Q3 		$648K Sell
17,973
-379
-2% -$13.6K 0.01% 828
2025
Q2 		$652K Buy
18,352
+1,308
+8% +$45.6K 0.01% 802
2025
Q1 		$600K Sell
17,044
-8,290
-33% -$304K 0.01% 793
2024
Q4 		$926K Sell
25,334
-138
-0.5% -$5.09K 0.01% 660
2024
Q3 		$912K Buy
25,472
+10
+0% +$345 0.01% 685
2024
Q2 		$898K Sell
25,462
-174
-0.7% -$5.94K 0.01% 655
2024
Q1 		$885K Sell
25,636
-3,249
-11% -$109K 0.01% 545
2023
Q4 		$947K Buy
28,885
+16
+0.1% +$503 0.02% 498
2023
Q3 		$905K Sell
28,869
-561
-2% -$18.5K 0.02% 448
2023
Q2 		$989K Buy
29,430
+39
+0.1% +$1.27K 0.02% 411
2023
Q1 		$969K Sell
29,391
-175
-0.6% -$6.06K 0.02% 394
2022
Q4 		$1.04M Buy
29,566
+29
+0.1% +$1.02K 0.03% 349
2022
Q3 		$987K Sell
29,537
-2,387
-7% -$83.3K 0.04% 298
2022
Q2 		$1.08M Sell
31,924
-7,398
-19% -$265K 0.05% 242
2022
Q1 		$1.44M Sell
39,322
-686
-2% -$25K 0.05% 207
2021
Q4 		$1.51M Sell
40,008
-1,263
-3% -$47.4K 0.05% 210
2021
Q3 		$1.45M Sell
41,271
-746
-2% -$27K 0.06% 201
2021
Q2 		$1.53M Sell
42,017
-937
-2% -$33.2K 0.06% 196
2021
Q1 		$1.47M Sell
42,954
-4,950
-10% -$164K 0.07% 194
2020
Q4 		$1.49M Sell
47,904
-11,525
-19% -$331K 0.08% 179
2020
Q3 		$1.56M Sell
59,429
-48,162
-45% -$1.26M 0.11% 151
2020
Q2 		$2.65M Sell
107,591
-25,506
-19% -$608K 0.19% 106
2020
Q1 		$2.99M Sell
133,097
-47,857
-26% -$1.27M 0.26% 82
2019
Q4 		$5M Sell
180,954
-11,692
-6% -$314K 0.39% 56
2019
Q3 		$5.09M Sell
192,646
-8,536
-4% -$228K 0.46% 47
2019
Q2 		$5.4M Sell
201,182
-10,198
-5% -$272K 0.42% 43
2019
Q1 		$5.65M Buy
211,380
+7,277
+4% +$189K 0.83% 21
2018
Q4 		$4.78M Buy
+204,103
New +$5.17M 0.81% 22

Other funds holding FVC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

OneDigital Investment Advisors's FVC Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2025, closing a stake of 17,973 shares — an estimated $648K sold.

OneDigital Investment Advisors first reported a position in FVC in Q4 2018 and held it in 28 quarters. The position peaked at $5.65M in Q1 2019. 49 funds tracked by Wall St. Rank hold FVC as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 17,973 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2025, an estimated $648K.
  • OneDigital Investment Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2018 and held it in 28 quarters.
  • OneDigital Investment Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $5.65M in Q1 2019.
  • 49 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.