Cyndeo Wealth Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Cyndeo Wealth Partners’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	$598K	Sell	7,875 -93	-1%	-$6.41K	0.03%	323
2026 Q1	$482K	Hold	7,968	–	–	0.03%	335
2025 Q4	$501K	Sell	7,968 -271	-3%	-$16.8K	0.03%	316
2025 Q3	$510K	Hold	8,239	–	–	0.03%	304
2025 Q2	$488K	Sell	8,239 -40	-0.5%	-$2.23K	0.03%	311
2025 Q1	$454K	Buy	8,279 +1	+0%	+$59	0.03%	315
2024 Q4	$489K	Hold	8,278	–	–	0.03%	301
2024 Q3	$482K	Hold	8,278	–	–	0.03%	301
2024 Q2	$474K	Hold	8,278	–	–	0.04%	288
2024 Q1	$474K	Hold	8,278	–	–	0.04%	267
2023 Q4	$427K	Hold	8,278	–	–	0.04%	267
2023 Q3	$367K	Hold	8,278	–	–	0.04%	251
2023 Q2	$388K	Sell	8,278 -359	-4%	-$16K	0.04%	238
2023 Q1	$389K	Buy	8,637 +360	+4%	+$16.8K	0.04%	239
2022 Q4	$385K	Buy	+8,277	New	+$386K	0.05%	237

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

Cyndeo Wealth Partners's FV Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 1.2% in Q2 2026, selling an estimated $6.41K and leaving 7,875 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #323.

Cyndeo Wealth Partners first reported a position in FV in Q4 2022 and has held it in 15 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Cyndeo Wealth Partners held 7,875 shares of First Trust Dorsey Wright Focus 5 ETF worth $598K as of Q2 2026.
Cyndeo Wealth Partners sold 93 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $6.41K.
First Trust Dorsey Wright Focus 5 ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #323 holding.
Cyndeo Wealth Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2022 and has held it in 15 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.