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B. Riley Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

B. Riley Wealth 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 		– Sell
-9,789
Closed -$616K – 986
2025
Q4 		$616K Buy
9,789
+305
+3% +$18.9K 0.03% 459
2025
Q3 		$587K Buy
9,484
+816
+9% +$49.7K 0.03% 484
2025
Q2 		$514K Buy
+8,668
New +$483K 0.02% 521
2024
Q4 		$633K Buy
10,713
+167
+2% +$10K 0.02% 611
2024
Q3 		$609K Sell
10,546
-2,103
-17% -$118K 0.02% 677
2024
Q2 		$724K Buy
12,649
+334
+3% +$18.6K 0.02% 656
2024
Q1 		$546K Buy
12,315
+402
+3% +$21.7K 0.01% 754
2023
Q4 		$614K Sell
11,913
-402
-3% -$18.6K 0.02% 714
2023
Q3 		$546K Sell
12,315
-254
-2% -$11.8K 0.01% 754
2023
Q2 		$590K Buy
12,569
+2,348
+23% +$105K 0.01% 782
2023
Q1 		$461K Buy
10,221
+6
+0.1% +$280 0.01% 841
2022
Q4 		$476K Sell
10,215
-13,179
-56% -$614K 0.01% 805
2022
Q3 		$961K Buy
23,394
+17,305
+284% +$764K 0.03% 517
2022
Q2 		$253K Sell
6,089
-229
-4% -$10.6K 0.01% 951
2022
Q1 		$302K Buy
6,318
+353
+6% +$16.8K 0.01% 1005
2021
Q4 		$294K Sell
5,965
-32
-0.5% -$1.56K 0.01% 1090
2021
Q3 		$275K Sell
5,997
-109
-2% -$5.15K 0.01% 1090
2021
Q2 		$290K Sell
6,106
-1,082
-15% -$50K 0.01% 1040
2021
Q1 		$321K Sell
7,188
-18,862
-72% -$815K 0.01% 958
2020
Q4 		$1.05M Sell
26,050
-1,213
-4% -$45.5K 0.06% 309
2020
Q3 		$931K Buy
27,263
+1,123
+4% +$38.2K 0.05% 326
2020
Q2 		$841K Sell
26,140
-1,083
-4% -$32.8K 0.06% 315
2020
Q1 		$700K Sell
27,223
-961
-3% -$29K 0.06% 305
2019
Q4 		$890K Sell
28,184
-1,641
-6% -$49.8K 0.08% 261
2019
Q3 		$883K Sell
29,825
-9,929
-25% -$300K 0.09% 241
2019
Q2 		$1.21M Sell
39,754
-7,989
-17% -$239K 0.13% 168
2019
Q1 		$1.44M Buy
47,743
+1,335
+3% +$38.2K 0.18% 121
2018
Q4 		$1.17M Sell
46,408
-2,850
-6% -$77.5K 0.17% 135
2018
Q3 		$1.52M Sell
49,258
-700
-1% -$21.6K 0.18% 131
2018
Q2 		$1.47M Buy
49,958
+1,859
+4% +$55K 0.19% 124
2018
Q1 		$1.38M Buy
48,099
+4,825
+11% +$141K 0.19% 124
2017
Q4 		$1.19M Buy
43,274
+6
+0% +$163 0.16% 156
2017
Q3 		$1.13M Buy
43,268
+169
+0.4% +$4.29K 0.19% 131
2017
Q2 		$1.07M Sell
43,099
-65
-0.2% -$1.6K 0.19% 137
2017
Q1 		$1.04M Buy
43,164
+2,351
+6% +$56.4K 0.21% 124
2016
Q4 		$945K Buy
40,813
+4,203
+11% +$95.9K 0.19% 137
2016
Q3 		$839K Sell
36,610
-7,961
-18% -$182K 0.16% 162
2016
Q2 		$997K Sell
44,571
-2,899
-6% -$63.4K 0.2% 136
2016
Q1 		$1.03M Buy
47,470
+2,096
+5% +$43.7K 0.24% 103
2015
Q4 		$1.07M Buy
45,374
+12,202
+37% +$283K 0.22% 124
2015
Q3 		$728K Buy
33,172
+7,658
+30% +$185K 0.17% 155
2015
Q2 		$624K Buy
25,514
+7,915
+45% +$192K 0.16% 177
2015
Q1 		$423K Buy
17,599
+2,063
+13% +$47.7K 0.1% 261
2014
Q4 		$3.37K Buy
+15,536
New +$329K 0.07% 344

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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

B. Riley Wealth Advisors's FV Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2026, closing a stake of 9,789 shares — an estimated $616K sold.

B. Riley Wealth Advisors first reported a position in FV in Q4 2014 and held it in 44 quarters. The position peaked at $1.52M in Q3 2018. 321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,789 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2026, an estimated $616K.
  • B. Riley Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2014 and held it in 44 quarters.
  • B. Riley Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.52M in Q3 2018.
  • 321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.