Sound Income Strategies’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Sound Income 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
2023 Q3	–	Sell	-375	Closed	-$12.6K	–	1187
2023 Q2	$12.6K	Buy	+375	New	+$12.3K	﹤0.01%	528
2020 Q1	–	Sell	-280	Closed	-$8K	–	793
2019 Q4	$8K	Buy	+280	New	+$7.52K	﹤0.01%	370

Other funds holding FVC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Sound Income Strategies's FVC Position: Q3 2023 in Review

Sound Income Strategies sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q3 2023, closing a stake of 375 shares — an estimated $12.6K sold.

Sound Income Strategies first reported a position in FVC in Q4 2019 and held it in 2 quarters. The position peaked at $12.6K in Q2 2023. 54 funds tracked by Wall St. Rank hold FVC as of Q3 2023.

Sound Income Strategies reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q3 2023 after selling out during the quarter.
Sound Income Strategies sold 375 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2023, an estimated $12.6K.
Sound Income Strategies first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2019 and held it in 2 quarters.
Sound Income Strategies's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $12.6K in Q2 2023.
54 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2023.

Based on Sound Income Strategies's 13F filing for Q3 2023, filed 12 Oct 2023.