First Trust Dorsey Wright Dynamic Focus 5 ETF Price & Performance (FVC)

Atria Wealth Solutions Inc. significantly increased its holdings in the First Trust Dorsey Wright Dynamic Focus 5 ETF during the fourth quarter, adding 3,209 shares to its portfolio. This 50.9% increase brought the firm’s total stake to 9,519 shares, valued at $348,000 as of the latest reporting period.1

Atria Wealth Solutions Inc. trimmed its position in the Vanguard ESG International Stock ETF by 8.3% during the fourth quarter. The firm sold 497 shares, leaving it with 5,482 shares valued at $311,000. Other institutional investors also adjusted their holdings in this environmentally-focused ETF.2

Atria Wealth Solutions Inc. reduced its stake in Reliance, Inc. by 3.0% in the fourth quarter, selling 41 shares. The firm now holds 1,319 shares valued at $355,000. Other institutional investors have also made notable adjustments to their positions in the industrial products company.3