Ameritas Advisory Services’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Ameritas Advisory Services’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	$1.93M	Buy	25,480 +7,333	+40%	+$506K	0.04%	372
2026 Q1	$1.1M	Sell	18,147 -983	-5%	-$63.4K	0.04%	350
2025 Q4	$1.2M	Sell	19,130 -4,792	-20%	-$297K	0.04%	329
2025 Q3	$1.48M	Buy	23,922 +11,213	+88%	+$683K	0.1%	179
2025 Q2	$753K	Sell	12,709 -14,421	-53%	-$803K	0.04%	410
2025 Q1	$1.59M	Sell	27,130 -916	-3%	-$54.3K	0.06%	282
2024 Q4	$1.66M	Sell	28,046 -88	-0.3%	-$5.27K	0.06%	302
2024 Q3	$1.64M	Sell	28,134 -403	-1%	-$22.6K	0.07%	271
2024 Q2	$1.63M	Sell	28,537 -786	-3%	-$43.8K	0.06%	297
2024 Q1	$1.6M	Buy	29,323 +15,274	+109%	+$824K	0.07%	277
2023 Q4	$753K	Sell	14,049 -12,269	-47%	-$567K	0.04%	347
2023 Q3	$1.15M	Buy	26,318 +4,068	+18%	+$189K	0.06%	314
2023 Q2	$1.03M	Sell	22,250 -5,527	-20%	-$246K	0.13%	174
2023 Q1	$1.25M	Sell	27,777 -16,087	-37%	-$750K	0.06%	278
2022 Q4	$2.04M	Buy	43,864 +17,835	+69%	+$831K	0.09%	216
2022 Q3	$1.07M	Sell	26,029 -33	-0.1%	-$1.46K	0.06%	267
2022 Q2	$1.08M	Buy	26,062 +1,417	+6%	+$65.7K	0.06%	276
2022 Q1	$1.17M	Sell	24,645 -721	-3%	-$34.3K	0.04%	304
2021 Q4	$1.25M	Buy	+25,366	New	+$1.24M	0.05%	299

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

Ameritas Advisory Services's FV Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 40% in Q2 2026, buying an estimated $506K and bringing the position to 25,480 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #372.

Ameritas Advisory Services first reported a position in FV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04M in Q4 2022. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Ameritas Advisory Services held 25,480 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.93M as of Q2 2026.
Ameritas Advisory Services bought 7,333 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $506K.
First Trust Dorsey Wright Focus 5 ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #372 holding.
Ameritas Advisory Services first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's First Trust Dorsey Wright Focus 5 ETF position peaked at $2.04M in Q4 2022.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.