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Simplicity Solutions’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-13,021
Closed -$348K – 729
2019
Q1 		$348K Buy
+13,021
New +$339K 0.02% 485

Other funds holding FVC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Simplicity Solutions's FVC Position: Q2 2019 in Review

Simplicity Solutions sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2019, closing a stake of 13,021 shares — an estimated $348K sold.

Simplicity Solutions first reported a position in FVC in Q1 2019 and held it in 1 quarter. The position peaked at $348K in Q1 2019. 62 funds tracked by Wall St. Rank hold FVC as of Q2 2019.

  • Simplicity Solutions reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 13,021 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2019, an estimated $348K.
  • Simplicity Solutions first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $348K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.