We are live on ! Find out more
FVC icon

First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.3M -$1.16M -32,617 -4%
LPL Financial
2
LPL Financial
California
$27.1M -$2.92M -82,284 -10%
UBS Group
3
UBS Group
Switzerland
$25M -$1.03M -28,972 -4%
RJA
4
Raymond James & Associates
Florida
$7.19M -$297K -8,387 -4%
PFS
5
Prospera Financial Services
Texas
$5.5M -$106K -2,990 -2%
CAS
6
Cascadia Advisory Services
Oregon
$4.59M +$496K +13,984 +12%
Wells Fargo
7
Wells Fargo
California
$3.86M -$219K -6,179 -5%
AI
8
Atria Investments
North Carolina
$3.65M +$706K +19,919 +25%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$3.58M -$168K -4,739 -5%
CG
10
Clarus Group
Texas
$3.11M -$3.08M -86,853 -50%
PAG
11
Private Advisor Group
New Jersey
$2.98M -$121K -3,420 -4%
Bank of America
12
Bank of America
North Carolina
$2.98M -$132K -3,717 -4%
CFD
13
Creative Financial Designs
Indiana
$2.92M -$126K -3,555 -4%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.59M -$57.6K -1,625 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.47M +$2.1M +59,120 +662%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.31M +$8.12K +229 +0.4%
Truist Financial
17
Truist Financial
North Carolina
$2.28M +$2.22M +62,762 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.24M +$490K +13,825 +29%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.62M +$48.5K +1,369 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.55M +$31.5K +890 +2%
OIA
21
OneDigital Investment Advisors
Kansas
$1.53M -$33.2K -937 -2%
GWM
22
Geneos Wealth Management
Colorado
$1.42M -$48K -1,354 -3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.36M -$293K -8,258 -18%
KFGK
24
Keystone Financial Group (Kentucky)
Kentucky
$1.21M – – –
OMC
25
Old Mission Capital
Illinois
$1.13M +$217K +6,116 +24%
1
2 3