CIBC Private Wealth Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

CIBC Private Wealth 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
2025 Q2	–	Sell	-360	Closed	-$17.4K	–	3175
2025 Q1	$17.4K	Sell	360 -145	-29%	-$8.6K	﹤0.01%	2051
2024 Q4	$30.1K	Hold	505	–	–	﹤0.01%	1896
2024 Q3	$29.4K	Hold	505	–	–	﹤0.01%	1985
2024 Q2	$29.4K	Sell	505 -5	-1%	-$279	﹤0.01%	1883
2024 Q1	$29.2K	Buy	+510	New	+$27.5K	﹤0.01%	1890
2022 Q3	–	Sell	-510	Closed	-$21K	–	1011
2022 Q2	$21K	Hold	510	–	–	﹤0.01%	1020
2022 Q1	$24K	Buy	+510	New	+$24.2K	﹤0.01%	1094
2018 Q3	–	Sell	-465	Closed	-$14K	–	1237
2018 Q2	$14K	Buy	+465	New	+$13.8K	﹤0.01%	1485

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

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

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

PFS

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

CIBC Private Wealth Group's FV Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2025, closing a stake of 360 shares — an estimated $17.4K sold.

CIBC Private Wealth Group first reported a position in FV in Q2 2018 and held it in 8 quarters. The position peaked at $30.1K in Q4 2024. 313 funds tracked by Wall St. Rank hold FV as of Q2 2025.

CIBC Private Wealth Group reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 360 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2025, an estimated $17.4K.
CIBC Private Wealth Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2018 and held it in 8 quarters.
CIBC Private Wealth Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $30.1K in Q4 2024.
313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.