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

Chicago Partners 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 Q2	$445K	Buy	6,310 +609	+11%	+$42K	0.01%	1061
2026 Q1	$370K	Buy	5,701 +5	+0.1%	+$323	0.01%	1035
2025 Q4	$381K	Buy	5,696 +71	+1%	+$4.4K	0.01%	909
2025 Q3	$351K	Buy	5,625 +663	+13%	+$40.4K	0.01%	867
2025 Q2	$303K	Buy	4,962 +8	+0.2%	+$445	0.01%	832
2025 Q1	$273K	Buy	4,954 +6	+0.1%	+$356	0.01%	726
2024 Q4	$295K	Buy	4,948 +86	+2%	+$5.15K	0.01%	665
2024 Q3	$282K	Buy	4,862 +1	+0%	+$56	0.01%	640
2024 Q2	$270K	Buy	4,861 +1	+0%	+$56	0.01%	621
2024 Q1	$261K	Hold	4,860	–	–	0.01%	607
2023 Q4	$257K	Buy	4,860 +99	+2%	+$4.57K	0.01%	580
2023 Q3	$202K	Buy	+4,761	New	+$222K	0.01%	615

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

Chicago Partners Investment Group's FV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 11% in Q2 2026, buying an estimated $42K and bringing the position to 6,310 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #1061.

Chicago Partners Investment Group first reported a position in FV in Q3 2023 and has held it in 12 quarters since. 355 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Chicago Partners Investment Group held 6,310 shares of First Trust Dorsey Wright Focus 5 ETF worth $445K as of Q2 2026.
Chicago Partners Investment Group bought 609 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $42K.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1061 holding.
Chicago Partners Investment Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2023 and has held it in 12 quarters since.
355 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.