Blueprint Investment Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Blueprint Investment 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
2025 Q1	–	Sell	-7,618	Closed	-$450K	–	135
2024 Q4	$450K	Buy	+7,618	New	+$456K	0.07%	133
2023 Q2	–	Sell	-6,781	Closed	-$306K	–	177
2023 Q1	$306K	Sell	6,781 -6,418	-49%	-$299K	0.07%	181
2022 Q4	$614K	Buy	+13,199	New	+$615K	0.13%	111

Other funds holding FV

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

PFS

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

Blueprint Investment Partners's FV Position: Q1 2025 in Review

Blueprint Investment Partners sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2025, closing a stake of 7,618 shares — an estimated $450K sold.

Blueprint Investment Partners first reported a position in FV in Q4 2022 and held it in 3 quarters. The position peaked at $614K in Q4 2022. 313 funds tracked by Wall St. Rank hold FV as of Q1 2025.

Blueprint Investment Partners reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2025 after selling out during the quarter.
Blueprint Investment Partners sold 7,618 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2025, an estimated $450K.
Blueprint Investment Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2022 and held it in 3 quarters.
Blueprint Investment Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $614K in Q4 2022.
313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.