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

WealthShield 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
2026
Q1 		$84.9K Hold
2,437
– – 0.01% 420
2025
Q4 		$88.6K Sell
2,437
-51
-2% -$1.84K 0.01% 405
2025
Q3 		$89.8K Hold
2,488
– – 0.01% 403
2025
Q2 		$88.4K Hold
2,488
– – 0.01% 393
2025
Q1 		$87.5K Buy
2,488
+51
+2% +$1.87K 0.01% 380
2024
Q4 		$89.1K Sell
2,437
-2,437
-50% -$90K 0.01% 352
2024
Q3 		$175K Buy
4,874
+2,386
+96% +$82.4K 0.02% 307
2024
Q2 		$87.7K Hold
2,488
– – 0.01% 334
2024
Q1 		$85.9K Sell
2,488
-410
-14% -$13.7K 0.01% 329
2023
Q4 		$95K Hold
2,898
– – 0.02% 326
2023
Q3 		$90.9K Hold
2,898
– – 0.01% 342
2023
Q2 		$97.4K Hold
2,898
– – 0.01% 344
2023
Q1 		$95.6K Buy
+2,898
New +$100K 0.02% 343
2021
Q2 		– Sell
-2,988
Closed -$102K – 910
2021
Q1 		$102K Buy
+2,988
New +$99K 0.02% 338
2020
Q4 		– Sell
-2,988
Closed -$78K – 321
2020
Q3 		$78K Hold
2,988
– – 0.03% 283
2020
Q2 		$74K Sell
2,988
-2,641
-47% -$62.9K 0.03% 234
2020
Q1 		$126K Sell
5,629
-1,089
-16% -$28.9K 0.08% 169
2019
Q4 		$186K Sell
6,718
-1,369
-17% -$36.8K 0.09% 179
2019
Q3 		$214K Hold
8,087
– – 0.11% 160
2019
Q2 		$217K Hold
8,087
– – 0.13% 142
2019
Q1 		$216K Sell
8,087
-732
-8% -$19K 0.12% 134
2018
Q4 		$207K Buy
8,819
+2,369
+37% +$60K 0.14% 122
2018
Q3 		$186K Sell
6,450
-123
-2% -$3.53K 0.11% 131
2018
Q2 		$180K Sell
6,573
-571
-8% -$15.7K 0.11% 121
2018
Q1 		$191K Sell
7,144
-5,749
-45% -$157K 0.12% 121
2017
Q4 		$335K Buy
+12,893
New +$325K 0.2% 91

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 $377B AUM 19.32% 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 $40.4B AUM 21.2% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SF
Sun Financial Midvale, Utah $200M AUM

WealthShield Partners's FVC Position: Q1 2026 in Review

WealthShield Partners held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q1 2026 at 2,437 shares worth $84.9K. The position accounts for 0.01% of the portfolio, ranked #420.

WealthShield Partners first reported a position in FVC in Q4 2017 and has held it in 26 quarters since. The position peaked at $335K in Q4 2017. 51 funds tracked by Wall St. Rank hold FVC as of Q1 2026.

  • WealthShield Partners held 2,437 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $84.9K as of Q1 2026.
  • WealthShield Partners left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q1 2026.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #420 holding.
  • WealthShield Partners first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q4 2017 and has held it in 26 quarters since.
  • WealthShield Partners's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $335K in Q4 2017.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.