Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Cambridge Investment Research 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 		$31.5M Sell
521,319
-44,177
-8% -$2.85M 0.08% 243
2025
Q4 		$35.6M Buy
565,496
+8,510
+2% +$527K 0.09% 208
2025
Q3 		$34.5M Buy
556,986
+30,126
+6% +$1.84M 0.09% 209
2025
Q2 		$31.2M Buy
526,860
+11,095
+2% +$618K 0.1% 212
2025
Q1 		$28.3M Sell
515,765
-47,460
-8% -$2.81M 0.1% 213
2024
Q4 		$33.3M Buy
563,225
+88,148
+19% +$5.28M 0.11% 172
2024
Q3 		$27.7M Buy
475,077
+29,757
+7% +$1.67M 0.09% 209
2024
Q2 		$25.5M Sell
445,320
-92,760
-17% -$5.17M 0.09% 200
2024
Q1 		$30.8M Buy
538,080
+173,986
+48% +$9.39M 0.12% 158
2023
Q4 		$18.8M Buy
364,094
+23,152
+7% +$1.07M 0.08% 242
2023
Q3 		$15.1M Buy
340,942
+37,787
+12% +$1.76M 0.07% 269
2023
Q2 		$14.2M Sell
303,155
-171,161
-36% -$7.63M 0.06% 291
2023
Q1 		$21.4M Buy
474,316
+174,386
+58% +$8.13M 0.1% 204
2022
Q4 		$14M Buy
299,930
+13,232
+5% +$616K 0.07% 269
2022
Q3 		$11.8M Sell
286,698
-8,716
-3% -$385K 0.07% 288
2022
Q2 		$12.2M Sell
295,414
-10,746
-4% -$498K 0.07% 289
2022
Q1 		$14.6M Sell
306,160
-178,867
-37% -$8.5M 0.07% 273
2021
Q4 		$23.8M Sell
485,027
-295,872
-38% -$14.5M 0.11% 194
2021
Q3 		$35.8M Buy
780,899
+26,356
+3% +$1.25M 0.18% 103
2021
Q2 		$35.8M Buy
754,543
+37,217
+5% +$1.72M 0.17% 117
2021
Q1 		$32M Sell
717,326
-27,435
-4% -$1.18M 0.17% 112
2020
Q4 		$30.1M Sell
744,761
-53,233
-7% -$2M 0.18% 114
2020
Q3 		$27.2M Sell
797,994
-35,864
-4% -$1.22M 0.18% 116
2020
Q2 		$26.8M Buy
833,858
+279,846
+51% +$8.47M 0.2% 99
2020
Q1 		$14.2M Sell
554,012
-505,494
-48% -$15.3M 0.14% 157
2019
Q4 		$33.4M Sell
1,059,506
-178,223
-14% -$5.4M 0.26% 79
2019
Q3 		$36.6M Sell
1,237,729
-183,754
-13% -$5.54M 0.32% 58
2019
Q2 		$43.2M Buy
1,421,483
+535,093
+60% +$16M 0.4% 42
2019
Q1 		$26.7M Sell
886,390
-808,729
-48% -$23.2M 0.25% 81
2018
Q4 		$42.8M Sell
1,695,119
-763,889
-31% -$20.8M 0.47% 35
2018
Q3 		$76M Buy
2,459,008
+812,157
+49% +$25M 0.73% 19
2018
Q2 		$48.5M Sell
1,646,851
-785,674
-32% -$23.2M 0.51% 28
2018
Q1 		$69.8M Buy
2,432,525
+492,144
+25% +$14.4M 0.79% 15
2017
Q4 		$53.5M Buy
1,940,381
+130,942
+7% +$3.55M 0.63% 21
2017
Q3 		$47.4M Buy
1,809,439
+272,998
+18% +$6.93M 0.64% 23
2017
Q2 		$38.1M Buy
1,536,441
+43,060
+3% +$1.06M 0.56% 30
2017
Q1 		$35.9M Buy
1,493,381
+107,254
+8% +$2.57M 0.61% 27
2016
Q4 		$32.1M Buy
1,386,127
+73,123
+6% +$1.67M 0.6% 26
2016
Q3 		$30.1M Buy
1,313,004
+139,797
+12% +$3.19M 0.56% 32
2016
Q2 		$26.2M Buy
1,173,207
+113,764
+11% +$2.49M 0.56% 34
2016
Q1 		$22.9M Sell
1,059,443
-158,926
-13% -$3.31M 0.52% 39
2015
Q4 		$28.6M Buy
1,218,369
+164,632
+16% +$3.81M 0.68% 21
2015
Q3 		$23.1M Buy
+1,053,737
New +$25.4M 0.66% 27
2014
Q4 		– Sell
-267,723
Closed -$5.46M – 1416
2014
Q3 		$5.46M Buy
+267,723
New +$5.39M 0.16% 131

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

Cambridge Investment Research Advisors's FV Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 7.8% in Q1 2026, selling an estimated $2.85M and leaving 521,319 shares worth $31.5M. The position accounts for 0.08% of the portfolio, ranked #243.

Cambridge Investment Research Advisors first reported a position in FV in Q3 2014 and has held it in 44 quarters since. The position peaked at $76M in Q3 2018. 321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

  • Cambridge Investment Research Advisors held 521,319 shares of First Trust Dorsey Wright Focus 5 ETF worth $31.5M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 44,177 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2026, an estimated $2.85M.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.08% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #243 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2014 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $76M in Q3 2018.
  • 321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.