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 Q3	$508K	Sell	11,984 -5,033	-30%	-$210K	0.21%	105
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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

World Equity Group's FVC Position: Q3 2026 in Review

World Equity Group reduced its First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC) stake by 30% in Q3 2026, selling an estimated $210K and leaving 11,984 shares worth $508K. The position accounts for 0.21% of the portfolio, ranked #105.

World Equity Group first reported a position in FVC in Q1 2022 and has held it in 18 quarters since. The position peaked at $748K in Q3 2025. 6 funds tracked by Wall St. Rank hold FVC as of Q3 2026.

World Equity Group held 11,984 shares of First Trust Dorsey Wright Dynamic Focus 5 ETF worth $508K as of Q3 2026.
World Equity Group sold 5,033 First Trust Dorsey Wright Dynamic Focus 5 ETF shares in Q3 2026, an estimated $210K.
First Trust Dorsey Wright Dynamic Focus 5 ETF made up 0.21% of World Equity Group's portfolio in Q3 2026, its #105 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 18 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 Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.