AssuredPartners Investment Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

AssuredPartners Investment Advisors’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	$751K	Sell	9,903 -51,860	-84%	-$3.58M	0.07%	216
2026 Q1	$3.79M	Buy	+61,763	New	+$3.99M	0.41%	64

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

AssuredPartners Investment Advisors's FV Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 84% in Q2 2026, selling an estimated $3.58M and leaving 9,903 shares worth $751K. The position accounts for 0.07% of the portfolio, ranked #216.

AssuredPartners Investment Advisors first reported a position in FV in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.79M in Q1 2026. 355 funds tracked by Wall St. Rank hold FV as of Q2 2026.

AssuredPartners Investment Advisors held 9,903 shares of First Trust Dorsey Wright Focus 5 ETF worth $751K as of Q2 2026.
AssuredPartners Investment Advisors sold 51,860 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $3.58M.
First Trust Dorsey Wright Focus 5 ETF made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #216 holding.
AssuredPartners Investment Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2026 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $3.79M in Q1 2026.
355 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.