SF
FVC icon

Sun Financial’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Sun Financial’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
2026
Q1 		$943K Sell
23,241
-426
-2% -$15.8K 0.47% 65
2025
Q4 		$861K Buy
+23,667
New +$855K 0.48% 71

Other funds holding FVC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sun Financial's FVC Position: Q1 2026 in Review

Sun Financial reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 1.8% in Q1 2026, selling an estimated $15.8K and leaving 23,241 shares worth $943K. The position accounts for 0.47% of the portfolio, ranked #65.

Sun Financial first reported a position in FVC in Q4 2025 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

  • Sun Financial held 23,241 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $943K as of Q1 2026.
  • Sun Financial sold 426 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2026, an estimated $15.8K.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.47% of Sun Financial's portfolio in Q1 2026, its #65 holding.
  • Sun Financial first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2025 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.