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Avantax Planning Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Avantax Planning Partners’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 		$233K Buy
+3,068
New +$212K 0.01% 414
2026
Q1 		– Sell
-3,260
Closed -$205K – 444
2025
Q4 		$205K Buy
+3,260
New +$202K 0.01% 423

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Avantax Planning Partners's FV Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 3,068 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #414 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in FV as recently as Q4 2025.

Avantax Planning Partners first reported a position in FV in Q4 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Avantax Planning Partners held 3,068 shares of First Trust Dorsey Wright Focus 5 ETF worth $233K as of Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new Avantax Planning Partners position in Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #414 holding.
  • Avantax Planning Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2025 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.