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

RiverTree 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
2023 Q2	–	Sell	-25,201	Closed	-$831K	–	35
2023 Q1	$831K	Sell	25,201 -202,730	-89%	-$7.02M	0.6%	27
2022 Q4	$7.98M	Buy	+227,931	New	+$8.04M	6.55%	7

Other funds holding FVC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RiverTree Advisors's FVC Position: Q2 2023 in Review

RiverTree Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2023, closing a stake of 25,201 shares — an estimated $831K sold.

RiverTree Advisors first reported a position in FVC in Q4 2022 and held it in 2 quarters. The position peaked at $7.98M in Q4 2022. 56 funds tracked by Wall St. Rank hold FVC as of Q2 2023.

RiverTree Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2023 after selling out during the quarter.
RiverTree Advisors sold 25,201 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2023, an estimated $831K.
RiverTree Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2022 and held it in 2 quarters.
RiverTree Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $7.98M in Q4 2022.
56 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2023.

Based on RiverTree Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.