Cedar Mountain Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Cedar Mountain 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 Q2	$121K	Buy	1,592 +61	+4%	+$4.21K	0.02%	100
2026 Q1	$92.5K	Buy	1,531 +2	+0.1%	+$129	0.02%	99
2025 Q4	$96.2K	Buy	1,529 +3	+0.2%	+$186	0.02%	84
2025 Q3	$94.5K	Buy	1,526 +3	+0.2%	+$183	0.02%	84
2025 Q2	$90.3K	Buy	1,523 +2	+0.1%	+$111	0.02%	73
2025 Q1	$83.4K	Buy	1,521 +2	+0.1%	+$119	0.02%	74
2024 Q4	$89.7K	Buy	1,519 +1	+0.1%	+$60	0.02%	70
2024 Q3	$88.5K	Hold	1,518	–	–	0.02%	68
2024 Q2	$86.9K	Buy	1,518 +1	+0.1%	+$56	0.02%	57
2024 Q1	$86.8K	Buy	1,517 +1	+0.1%	+$54	0.02%	58
2023 Q4	$78.1K	Buy	1,516 +1	+0.1%	+$46	0.02%	60
2023 Q3	$67.1K	Buy	1,515 +1	+0.1%	+$47	0.02%	64
2023 Q2	$71K	Buy	1,514 +5	+0.3%	+$223	0.02%	66
2023 Q1	$68K	Buy	1,509 +7	+0.5%	+$326	0.02%	64
2022 Q4	$69.9K	Buy	1,502 +6	+0.4%	+$280	0.02%	61
2022 Q3	$61K	Buy	1,496 +6	+0.4%	+$265	0.02%	64
2022 Q2	$62K	Buy	1,490 +3	+0.2%	+$139	0.02%	64
2022 Q1	$71K	Buy	1,487 +1	+0.1%	+$48	0.02%	69
2021 Q4	$73K	Hold	1,486	–	–	0.02%	66
2021 Q3	$68K	Hold	1,486	–	–	0.02%	64
2021 Q2	$70K	Hold	1,486	–	–	0.02%	62
2021 Q1	$66K	Hold	1,486	–	–	0.02%	60
2020 Q4	$60K	Hold	1,486	–	–	0.02%	61
2020 Q3	$51K	Hold	1,486	–	–	0.02%	64
2020 Q2	$48K	Buy	1,486 +2	+0.1%	+$61	0.02%	66
2020 Q1	$38K	Buy	1,484 +4	+0.3%	+$121	0.02%	63
2019 Q4	$47K	Buy	+1,480	New	+$44.9K	0.02%	63

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cedar Mountain Advisors's FV Position: Q2 2026 in Review

Cedar Mountain Advisors increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 4% in Q2 2026, buying an estimated $4.21K and bringing the position to 1,592 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #100.

Cedar Mountain Advisors first reported a position in FV in Q4 2019 and has held it in 27 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Cedar Mountain Advisors held 1,592 shares of First Trust Dorsey Wright Focus 5 ETF worth $121K as of Q2 2026.
Cedar Mountain Advisors bought 61 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $4.21K.
First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #100 holding.
Cedar Mountain Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2019 and has held it in 27 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.