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
Q2 		$974K Sell
23,240
-1
-0% -$40 0.46% 74
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Sun Financial's FVC Position: Q2 2026 in Review

Sun Financial reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 0% in Q2 2026, selling an estimated $40 and leaving 23,240 shares worth $974K. The position accounts for 0.46% of the portfolio, ranked #74.

Sun Financial first reported a position in FVC in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

  • Sun Financial held 23,240 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $974K as of Q2 2026.
  • Sun Financial sold 1 First Trust Dorsey Wright Dynamic Focus 5 ETF share in Q2 2026, an estimated $40.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.46% of Sun Financial's portfolio in Q2 2026, its #74 holding.
  • Sun Financial first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.