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American National Bank & Trust’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

American National Bank & Trust’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 		$34.5K Sell
470
-65
-12% -$4.7K ﹤0.01% 384
2026
Q2 		$40.6K Hold
535
– – ﹤0.01% 383
2026
Q1 		$32.3K Buy
+535
New +$34.5K ﹤0.01% 395

Other funds holding FV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SWMG
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

American National Bank & Trust's FV Position: Q3 2026 in Review

American National Bank & Trust reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 12% in Q3 2026, selling an estimated $4.7K and leaving 470 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

American National Bank & Trust first reported a position in FV in Q1 2026 and has held it in 3 quarters since. The position peaked at $40.6K in Q2 2026. 46 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • American National Bank & Trust held 470 shares of First Trust Dorsey Wright Focus 5 ETF worth $34.5K as of Q3 2026.
  • American National Bank & Trust sold 65 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $4.7K.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of American National Bank & Trust's portfolio in Q3 2026, its #384 holding.
  • American National Bank & Trust first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2026 and has held it in 3 quarters since.
  • American National Bank & Trust's First Trust Dorsey Wright Focus 5 ETF position peaked at $40.6K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.