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 Q1	$3.79M	Buy	+61,763	New	+$3.99M	0.41%	64

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AssuredPartners Investment Advisors's FV Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2026: 61,763 shares worth $3.79M. The stake represents 0.41% of the portfolio and ranks #64 among its holdings.

321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

AssuredPartners Investment Advisors held 61,763 shares of First Trust Dorsey Wright Focus 5 ETF worth $3.79M as of Q1 2026.
First Trust Dorsey Wright Focus 5 ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.41% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #64 holding.
321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.