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Professional Financial Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-377
Closed -$13K – 218
2022
Q3 		$13K Buy
377
+1
+0.3% +$35 0.01% 267
2022
Q2 		$13K Buy
376
+1
+0.3% +$36 0.01% 271
2022
Q1 		$14K Sell
375
-808
-68% -$29.5K 0.01% 272
2021
Q4 		$45K Buy
1,183
+1
+0.1% +$38 0.02% 176
2021
Q3 		$42K Sell
1,182
-196
-14% -$7.1K 0.02% 151
2021
Q2 		$50K Hold
1,378
– – 0.03% 142
2021
Q1 		$47K Sell
1,378
-13,548
-91% -$449K 0.03% 128
2020
Q4 		$464K Sell
14,926
-1,109
-7% -$31.9K 0.37% 52
2020
Q3 		$415K Sell
16,035
-4
-0% -$105 0.39% 53
2020
Q2 		$396K Buy
16,039
+702
+5% +$16.7K 0.52% 44
2020
Q1 		$359K Sell
15,337
-1,240
-7% -$32.9K 0.65% 41
2019
Q4 		$458K Buy
+16,577
New +$445K 0.43% 52

Other funds holding FVC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Professional Financial Advisors's FVC Position: Q4 2022 in Review

Professional Financial Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2022, closing a stake of 377 shares — an estimated $13K sold.

Professional Financial Advisors first reported a position in FVC in Q4 2019 and held it in 12 quarters. The position peaked at $464K in Q4 2020. 64 funds tracked by Wall St. Rank hold FVC as of Q4 2022.

  • Professional Financial Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 377 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q4 2022, an estimated $13K.
  • Professional Financial Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2019 and held it in 12 quarters.
  • Professional Financial Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $464K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.