United Capital Financial Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

United Capital Financial Advisors’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 Q1	–	Sell	-9,255	Closed	-$324K	–	1003
2022 Q4	$324K	Sell	9,255 -808	-8%	-$28.5K	﹤0.01%	864
2022 Q3	$336K	Hold	10,063	–	–	﹤0.01%	873
2022 Q2	$341K	Buy	10,063 +808	+9%	+$28.9K	﹤0.01%	904
2022 Q1	$339K	Sell	9,255 -3,445	-27%	-$126K	﹤0.01%	958
2021 Q4	$480K	Buy	+12,700	New	+$476K	﹤0.01%	870
2019 Q3	–	Sell	-46,123	Closed	-$1.24M	–	1382
2019 Q2	$1.24M	Buy	46,123 +4,576	+11%	+$122K	0.01%	745
2019 Q1	$1.11M	Buy	41,547 +6,369	+18%	+$166K	0.01%	753
2018 Q4	$824K	Buy	35,178 +3,130	+10%	+$79.3K	0.01%	769
2018 Q3	$924K	Buy	32,048 +15,727	+96%	+$451K	0.01%	802
2018 Q2	$447K	Buy	+16,321	New	+$450K	﹤0.01%	962

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

United Capital Financial Advisors's FVC Position: Q1 2023 in Review

United Capital Financial Advisors sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2023, closing a stake of 9,255 shares — an estimated $324K sold.

United Capital Financial Advisors first reported a position in FVC in Q2 2018 and held it in 10 quarters. The position peaked at $1.24M in Q2 2019. 64 funds tracked by Wall St. Rank hold FVC as of Q1 2023.

United Capital Financial Advisors reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 9,255 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2023, an estimated $324K.
United Capital Financial Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2018 and held it in 10 quarters.
United Capital Financial Advisors's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $1.24M in Q2 2019.
64 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.