SFG
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SevenBridge Financial Group’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

SevenBridge Financial Group’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
2019
Q3 		– Sell
-400
Closed -$11K – 301
2019
Q2 		$11K Buy
+400
New +$10.7K ﹤0.01% 448

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RJFSA
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RJA
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AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

SevenBridge Financial Group's FVC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2019, closing a stake of 400 shares — an estimated $11K sold.

SevenBridge Financial Group first reported a position in FVC in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 57 funds tracked by Wall St. Rank hold FVC as of Q3 2019.

  • SevenBridge Financial Group reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 400 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2019, an estimated $11K.
  • SevenBridge Financial Group first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $11K in Q2 2019.
  • 57 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.