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

WealthShield’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
2017 Q4	$335K	Buy	+12,893	New	+$325K	0.2%	91

Other funds holding FVC

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WealthShield's FVC Position: Q4 2017 in Review

WealthShield opened a new position in First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) in Q4 2017: 12,893 shares worth $335K. The stake represents 0.2% of the portfolio and ranks #91 among its holdings.

41 funds tracked by Wall St. Rank hold FVC as of Q4 2017.

WealthShield held 12,893 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $335K as of Q4 2017.
First Trust Dorsey Wright Dynamic Focus 5 ETF was a new WealthShield position in Q4 2017.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.2% of WealthShield's portfolio in Q4 2017, its #91 holding.
41 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.