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Verus Capital Partners’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

Verus Capital Partners’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
2020
Q1 		– Sell
-2,226
Closed -$62K – 1517
2019
Q4 		$62K Buy
+2,226
New +$59.8K 0.02% 525

Other funds holding FVC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Verus Capital Partners's FVC Position: Q1 2020 in Review

Verus Capital Partners sold out of First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q1 2020, closing a stake of 2,226 shares — an estimated $62K sold.

Verus Capital Partners first reported a position in FVC in Q4 2019 and held it in 1 quarter. The position peaked at $62K in Q4 2019. 52 funds tracked by Wall St. Rank hold FVC as of Q1 2020.

  • Verus Capital Partners reported no remaining First Trust Dorsey Wright Dynamic Focus 5 ETF position as of Q1 2020 after selling out during the quarter.
  • Verus Capital Partners sold 2,226 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q1 2020, an estimated $62K.
  • Verus Capital Partners first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2019 and held it in 1 quarter.
  • Verus Capital Partners's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $62K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.