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Brooklyn Investment Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Brooklyn Investment Group’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 		$259K Buy
+4,283
New +$276K 0.01% 1531
2025
Q3 		– Sell
-1,674
Closed -$99.2K – 1433
2025
Q2 		$99.2K Buy
+1,674
New +$93.2K 0.01% 946

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Brooklyn Investment Group's FV Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2026: 4,283 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in FV as recently as Q2 2025.

Brooklyn Investment Group first reported a position in FV in Q2 2025 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold FV as of Q1 2026.

  • Brooklyn Investment Group held 4,283 shares of First Trust Dorsey Wright Focus 5 ETF worth $259K as of Q1 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new Brooklyn Investment Group position in Q1 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1531 holding.
  • Brooklyn Investment Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.