Action Point Financial Planning’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Action Point Financial Planning’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 Q2	$467K	Buy	+6,157	New	+$424K	0.05%	275

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Action Point Financial Planning's FV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 6,157 shares worth $467K. The stake represents 0.05% of the portfolio and ranks #275 among its holdings.

352 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Action Point Financial Planning held 6,157 shares of First Trust Dorsey Wright Focus 5 ETF worth $467K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #275 holding.
352 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.