AP
FV icon

Atwood & Palmer’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Atwood & Palmer’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 		$5.58M Sell
73,527
-7,210
-9% -$497K 0.3% 55
2026
Q1 		$4.88M Sell
80,737
-11,262
-12% -$727K 0.28% 57
2025
Q4 		$5.79M Sell
91,999
-1,575
-2% -$97.6K 0.33% 55
2025
Q3 		$5.79M Sell
93,574
-695
-0.7% -$42.3K 0.34% 53
2025
Q2 		$5.59M Sell
94,269
-780
-0.8% -$43.4K 0.35% 52
2025
Q1 		$5.21M Sell
95,049
-38,794
-29% -$2.3M 0.36% 57
2024
Q4 		$7.9M Sell
133,843
-4,840
-3% -$290K 0.54% 49
2024
Q3 		$8.08M Sell
138,683
-168,675
-55% -$9.48M 0.55% 49
2024
Q2 		$17.6M Sell
307,358
-1,752
-0.6% -$97.7K 1.33% 37
2024
Q1 		$17.7M Sell
309,110
-7,368
-2% -$398K 1.34% 35
2023
Q4 		$16.3M Buy
316,478
+3,562
+1% +$165K 1.32% 35
2023
Q3 		$13.9M Sell
312,916
-21,746
-6% -$1.01M 1.22% 40
2023
Q2 		$15.7M Sell
334,662
-5,642
-2% -$252K 1.4% 30
2023
Q1 		$15.3M Buy
340,304
+87,614
+35% +$4.09M 1.44% 26
2022
Q4 		$11.8M Buy
252,690
+7,836
+3% +$365K 1.06% 38
2022
Q3 		$10.1M Buy
244,854
+9,968
+4% +$440K 1% 38
2022
Q2 		$9.73M Buy
234,886
+12,944
+6% +$600K 0.95% 43
2022
Q1 		$10.6M Buy
221,942
+5,640
+3% +$268K 0.91% 43
2021
Q4 		$10.6M Buy
216,302
+3,376
+2% +$165K 0.89% 40
2021
Q3 		$9.75M Buy
212,926
+3,060
+1% +$145K 0.87% 42
2021
Q2 		$9.94M Sell
209,866
-4,029
-2% -$186K 0.89% 42
2021
Q1 		$9.55M Buy
213,895
+10,957
+5% +$473K 0.92% 40
2020
Q4 		$8.21M Sell
202,938
-2,090
-1% -$78.3K 0.88% 39
2020
Q3 		$7M Sell
205,028
-7,205
-3% -$245K 0.88% 41
2020
Q2 		$6.83M Buy
212,233
+20
+0% +$605 0.92% 40
2020
Q1 		$5.46M Buy
212,213
+6,197
+3% +$187K 0.86% 42
2019
Q4 		$6.5M Sell
206,016
-2,218
-1% -$67.3K 0.84% 38
2019
Q3 		$6.16M Buy
208,234
+22,375
+12% +$675K 0.83% 38
2019
Q2 		$5.65M Buy
185,859
+16,425
+10% +$492K 0.76% 40
2019
Q1 		$5.09M Buy
169,434
+10,046
+6% +$288K 0.72% 37
2018
Q4 		$4.03M Buy
159,388
+8,230
+5% +$224K 0.64% 38
2018
Q3 		$4.67M Buy
151,158
+22,399
+17% +$690K 0.61% 39
2018
Q2 		$3.79M Buy
128,759
+4,655
+4% +$138K 0.52% 40
2018
Q1 		$3.56M Buy
124,104
+7,851
+7% +$230K 0.51% 42
2017
Q4 		$3.21M Buy
116,253
+335
+0.3% +$9.08K 0.45% 44
2017
Q3 		$3.03M Buy
115,918
+2,100
+2% +$53.3K 0.44% 42
2017
Q2 		$2.83M Buy
113,818
+3,940
+4% +$96.8K 0.44% 43
2017
Q1 		$2.64M Buy
109,878
+11,775
+12% +$282K 0.42% 43
2016
Q4 		$2.27M Sell
98,103
-5,500
-5% -$126K 0.41% 43
2016
Q3 		$2.37M Buy
103,603
+235
+0.2% +$5.36K 0.43% 42
2016
Q2 		$2.31M Buy
103,368
+9,960
+11% +$218K 0.42% 44
2016
Q1 		$2.02M Buy
93,408
+12,705
+16% +$265K 0.36% 50
2015
Q4 		$1.9M Buy
80,703
+3,965
+5% +$91.8K 0.36% 54
2015
Q3 		$1.68M Buy
76,738
+4,125
+6% +$99.4K 0.33% 56
2015
Q2 		$1.77M Buy
72,613
+2,190
+3% +$53.2K 0.32% 57
2015
Q1 		$1.69M Buy
70,423
+22,725
+48% +$526K 0.3% 57
2014
Q4 		$1.05M Buy
47,698
+36,833
+339% +$781K 0.2% 66
2014
Q3 		$221K Buy
10,865
+2,315
+27% +$46.6K 0.04% 117
2014
Q2 		$170K Buy
+8,550
New +$161K 0.05% 122

Other funds holding FV

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atwood & Palmer's FV Position: Q2 2026 in Review

Atwood & Palmer reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 8.9% in Q2 2026, selling an estimated $497K and leaving 73,527 shares worth $5.58M. The position accounts for 0.3% of the portfolio, ranked #55.

Atwood & Palmer first reported a position in FV in Q2 2014 and has held it in 49 quarters since. The position peaked at $17.7M in Q1 2024. 105 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Atwood & Palmer held 73,527 shares of First Trust Dorsey Wright Focus 5 ETF worth $5.58M as of Q2 2026.
  • Atwood & Palmer sold 7,210 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $497K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.3% of Atwood & Palmer's portfolio in Q2 2026, its #55 holding.
  • Atwood & Palmer first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2014 and has held it in 49 quarters since.
  • Atwood & Palmer's First Trust Dorsey Wright Focus 5 ETF position peaked at $17.7M in Q1 2024.
  • 105 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.