Trueblood Wealth Management
FVC icon

Trueblood Wealth Management’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Trueblood Wealth Management’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
Q3 		$655K Sell
15,442
-244
-2% -$10.2K 0.23% 128
2026
Q2 		$687K Hold
15,686
– – 0.24% 126
2026
Q1 		$546K Sell
15,686
-866
-5% -$32.2K 0.21% 141
2025
Q4 		$602K Buy
16,552
+107
+0.7% +$3.87K 0.23% 132
2025
Q3 		$593K Sell
16,445
-135
-0.8% -$4.85K 0.23% 128
2025
Q2 		$589K Buy
16,580
+1,458
+10% +$50.9K 0.25% 129
2025
Q1 		$532K Hold
15,122
– – 0.25% 127
2024
Q4 		$553K Hold
15,122
– – 0.27% 122
2024
Q3 		$542K Hold
15,122
– – 0.27% 119
2024
Q2 		$533K Hold
15,122
– – 0.3% 104
2024
Q1 		$522K Sell
15,122
-111
-0.7% -$3.72K 0.3% 103
2023
Q4 		$499K Buy
+15,233
New +$479K 0.31% 104

Other funds holding FVC

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trueblood Wealth Management's FVC Position: Q3 2026 in Review

Trueblood Wealth Management reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 1.6% in Q3 2026, selling an estimated $10.2K and leaving 15,442 shares worth $655K. The position accounts for 0.23% of the portfolio, ranked #128.

Trueblood Wealth Management first reported a position in FVC in Q4 2023 and has held it in 12 quarters since. The position peaked at $687K in Q2 2026. 11 funds tracked by Wall St. Rank hold FVC as of Q3 2026.

  • Trueblood Wealth Management held 15,442 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $655K as of Q3 2026.
  • Trueblood Wealth Management sold 244 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2026, an estimated $10.2K.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.23% of Trueblood Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Trueblood Wealth Management first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2023 and has held it in 12 quarters since.
  • Trueblood Wealth Management's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $687K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q3 2026.

Based on Trueblood Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.