Proactive Wealth Strategies’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Proactive Wealth Strategies’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
2026 Q2	$699K	Sell	15,969 -740	-4%	-$29.4K	0.11%	125
2026 Q1	$582K	Buy	16,709 +8,118	+94%	+$302K	0.11%	131
2025 Q4	$312K	Buy	8,591 +68	+0.8%	+$2.46K	0.12%	121
2025 Q3	$307K	Sell	8,523 -3	-0%	-$108	0.13%	117
2025 Q2	$303K	Buy	8,526 +58	+0.7%	+$2.02K	0.14%	109
2025 Q1	$298K	Buy	8,468 +262	+3%	+$9.6K	0.16%	103
2024 Q4	$300K	Buy	8,206 +465	+6%	+$17.2K	0.16%	104
2024 Q3	$277K	Buy	+7,741	New	+$267K	0.15%	104

Other funds holding FVC

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Proactive Wealth Strategies's FVC Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 4.4% in Q2 2026, selling an estimated $29.4K and leaving 15,969 shares worth $699K. The position accounts for 0.11% of the portfolio, ranked #125.

Proactive Wealth Strategies first reported a position in FVC in Q3 2024 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

Proactive Wealth Strategies held 15,969 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $699K as of Q2 2026.
Proactive Wealth Strategies sold 740 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2026, an estimated $29.4K.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.11% of Proactive Wealth Strategies's portfolio in Q2 2026, its #125 holding.
Proactive Wealth Strategies first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2024 and has held it in 8 quarters since.
32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.