Proactive Wealth Strategies
FVC icon

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
Q3 		$677K Hold
15,969
– – 0.1% 129
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

Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
PCG Wealth Advisors
PCG Wealth Advisors Overland Park, Kansas $466M AUM 18.91% 1-Year Est. Return

Proactive Wealth Strategies's FVC Position: Q3 2026 in Review

Proactive Wealth Strategies held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q3 2026 at 15,969 shares worth $677K. The position accounts for 0.1% of the portfolio, ranked #129.

Proactive Wealth Strategies first reported a position in FVC in Q3 2024 and has held it in 9 quarters since. The position peaked at $699K in Q2 2026. 35 funds tracked by Wall St. Rank hold FVC as of Q3 2026.

  • Proactive Wealth Strategies held 15,969 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $677K as of Q3 2026.
  • Proactive Wealth Strategies left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q3 2026.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.1% of Proactive Wealth Strategies's portfolio in Q3 2026, its #129 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 9 quarters since.
  • Proactive Wealth Strategies's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $699K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.