PFBT
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Parkside Financial Bank & Trust’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Parkside Financial Bank & Trust’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
-600
Closed -$13K – 1549
2020
Q1 		$13K Buy
+600
New +$15.9K ﹤0.01% 664

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

Parkside Financial Bank & Trust's FVC Position: Q2 2020 in Review

Parkside Financial Bank & Trust sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2020, closing a stake of 600 shares — an estimated $13K sold.

Parkside Financial Bank & Trust first reported a position in FVC in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 48 funds tracked by Wall St. Rank hold FVC as of Q2 2020.

  • Parkside Financial Bank & Trust reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2020 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 600 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2020, an estimated $13K.
  • Parkside Financial Bank & Trust first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2020 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $13K 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 Parkside Financial Bank & Trust's 13F filing for Q2 2020, filed 10 Aug 2020.