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

WFG 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
2017 Q2	$23K	Hold	1,000	–	–	0.01%	908
2017 Q1	$22K	Hold	1,000	–	–	0.01%	861
2016 Q4	$22K	Hold	1,000	–	–	0.01%	905
2016 Q3	$21K	Hold	1,000	–	–	0.01%	934
2016 Q2	$21K	Buy	+1,000	New	+$20.4K	0.01%	902

Other funds holding FVC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

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

WFG Advisors's FVC Position: Q2 2017 in Review

WFG Advisors held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q2 2017 at 1,000 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #908.

WFG Advisors first reported a position in FVC in Q2 2016 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold FVC as of Q2 2017.

WFG Advisors held 1,000 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $23K as of Q2 2017.
WFG Advisors left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q2 2017.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #908 holding.
WFG Advisors first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q2 2016 and has held it in 5 quarters since.
44 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.