SFS
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Sowell Financial Services’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-80
Closed -$3K – 1339
2021
Q1 		$3K Buy
+80
New +$2.65K ﹤0.01% 2733
2019
Q4 		– Sell
-513
Closed -$13.8K – 2559
2019
Q3 		$14K Buy
+513
New +$13.7K ﹤0.01% 1411

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Sowell Financial Services's FVC Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q2 2021, closing a stake of 80 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in FVC in Q3 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 51 funds tracked by Wall St. Rank hold FVC as of Q2 2021.

  • Sowell Financial Services reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 80 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $14K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.