Scheeler Financial LLC’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Scheeler Financial LLC’s Portfolio FV Stock Details FV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$252K	Buy	+3,437	New	+$249K	0.19%	51

Other funds holding FV

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

Scheeler Financial LLC's FV Position: Q3 2026 in Review

Scheeler Financial LLC opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2026: 3,437 shares worth $252K. The stake represents 0.19% of the portfolio and ranks #51 among its holdings.

19 funds tracked by Wall St. Rank hold FV as of Q3 2026.

Scheeler Financial LLC held 3,437 shares of First Trust Dorsey Wright Focus 5 ETF worth $252K as of Q3 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Scheeler Financial LLC position in Q3 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.19% of Scheeler Financial LLC's portfolio in Q3 2026, its #51 holding.
19 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Scheeler Financial LLC's 13F filing for Q3 2026, filed 13 Oct 2026.