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First TrustTactical AllocationFVC · Nasdaq

First Trust Dorsey Wright Dynamic Focus 5 ETF (FVC)

Price
$41.59
11 Sept 2026
Assets
$110M
Total net assets
Expense ratio
0.87%
Category 1.59%
Yield
1.30%
Trailing distributions
3Y CAGR
9.7%-1.1%
Category 10.9%
5Y CAGR
4.2%0.0%
Category 4.2%
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First Trust Dorsey Wright Dynamic Focus 5 ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.6%-1.9%+19.3%+14.4%+16.5%+9.7%+4.2%+8.2%+8.2%
Tactical Allocation average-1.7%0.3%10.6%10.7%13.7%10.9%4.2%6.6%8.8%
Difference+0.1%-2.2%+8.7%+3.7%+2.8%-1.1%0.0%+1.6%-0.6%

Holdings

The 5 largest positions make up 100.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FBTFirst Trust NYSE Arca Biotech ETF20.64%
FTXHFirst Trust Nasdaq Pharmaceuticals ETF20.57%
FXLFirst Trust Technology AlphaDEX® ETF20.55%
QTECFirst Trust NASDAQ-100-Tech Sector ETF19.63%
FTXRFirst Trust Nasdaq Transportation ETF18.60%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
27.0
P/B
4.5
P/S
2.1
P/CF
14.3

Sector allocation

Share of the equity the fund holds.

41.2%Health care7 sectors
  1. Health care41.2%
  2. Technology35.1%
  3. Industrials13.9%
  4. Consumer discretionary7.3%
  5. Communication services2.0%
  6. Financial services0.4%
  7. Energy0.1%

Asset mix

  • Stocks99.9%
  • Cash0.1%

Credit quality

Share of the bonds by rating.

  • AAA26.0%
  • AA16.5%
  • A28.2%
  • BBB29.3%

ETF details

Issuer
First Trust
Category
Equity · Tactical Allocation
Ticker
FVC
Exchange
Nasdaq
Inception
17 Mar 2016 (10.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.87% (category 1.59%)
Holdings turnover
168% (category 258%)
Distribution yield
1.30%
Beta, 3 years
1.29
Total net assets
$110M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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