WEG
FVC icon

World Equity Group’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History

World Equity Group’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
Q2 		$745K Hold
17,017
– – 0.17% 138
2026
Q1 		$593K Sell
17,017
-3,430
-17% -$127K 0.15% 168
2025
Q4 		$744K Sell
20,447
-277
-1% -$10K 0.21% 117
2025
Q3 		$748K Sell
20,724
-280
-1% -$10.1K 0.17% 118
2025
Q2 		$746K Buy
21,004
+2,212
+12% +$77.2K 0.2% 113
2025
Q1 		$668K Buy
18,792
+5,407
+40% +$198K 0.19% 113
2024
Q4 		$489K Sell
13,385
-70
-0.5% -$2.58K 0.1% 195
2024
Q3 		$482K Buy
13,455
+291
+2% +$10.1K 0.17% 131
2024
Q2 		$464K Buy
13,164
+1,169
+10% +$39.9K 0.14% 161
2024
Q1 		$414K Buy
11,995
+1,551
+15% +$52K 0.09% 204
2023
Q4 		$342K Buy
10,444
+3,330
+47% +$105K 0.07% 232
2023
Q3 		$223K Hold
7,114
– – 0.05% 303
2023
Q2 		$239K Buy
+7,114
New +$233K 0.07% 268
2023
Q1 		– Sell
-7,114
Closed -$249K – 535
2022
Q4 		$249K Hold
7,114
– – 0.06% 290
2022
Q3 		$238K Hold
7,114
– – 0.06% 281
2022
Q2 		$241K Sell
7,114
-4,931
-41% -$176K 0.06% 290
2022
Q1 		$441K Buy
+12,045
New +$439K 0.1% 221

Other funds holding FVC

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

World Equity Group's FVC Position: Q2 2026 in Review

World Equity Group held its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) position steady in Q2 2026 at 17,017 shares worth $745K. The position accounts for 0.17% of the portfolio, ranked #138.

World Equity Group first reported a position in FVC in Q1 2022 and has held it in 17 quarters since. The position peaked at $748K in Q3 2025. 6 funds tracked by Wall St. Rank hold FVC as of Q2 2026.

  • World Equity Group held 17,017 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $745K as of Q2 2026.
  • World Equity Group left its First Trust Dorsey Wright Dynamic Focus 5 ETF share count unchanged in Q2 2026.
  • First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.17% of World Equity Group's portfolio in Q2 2026, its #138 holding.
  • World Equity Group first reported a position in First Trust Dorsey Wright Dynamic Focus 5 ETF in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's First Trust Dorsey Wright Dynamic Focus 5 ETF position peaked at $748K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held First Trust Dorsey Wright Dynamic Focus 5 ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.