GUARDIAN WEALTH ADVISORS, LLC / NC
Position in FVC — First Trust Dorsey Wright Dynamic Focus 5 ETF
CIK 1901403
RALEIGH, NC
All Filings in FVC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FVC | $6,965 | 200 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 FVC | $7,106 | 200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FVC | $7,036 | 200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FVC | $7,310 | 200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 FVC | $7,164 | 200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FVC | $14,104 | 400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FVC | $13,804 | 400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FVC | $17,076 | 521 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FVC | $20,252 | 646 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 FVC | $21,712 | 646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 FVC | $21,305 | 646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FVC | $73,951 | 2,112 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 FVC | $316,023 | 9,455 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 FVC | $341,235 | 10,060 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 FVC | $397,516 | 10,846 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 FVC | $556,403 | 14,708 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||