DRP
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Decker Retirement Planning’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Decker Retirement Planning’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 		$55.1K Buy
726
+319
+78% +$22K 0.02% 115
2026
Q1 		$24.6K Hold
407
– – 0.01% 124
2025
Q4 		$25.6K Hold
407
– – 0.01% 124
2025
Q3 		$25.2K Hold
407
– – 0.01% 125
2025
Q2 		$24.1K Buy
+407
New +$22.7K 0.01% 107

Other funds holding FV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Decker Retirement Planning's FV Position: Q2 2026 in Review

Decker Retirement Planning increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 78% in Q2 2026, buying an estimated $22K and bringing the position to 726 shares worth $55.1K. The position accounts for 0.02% of the portfolio, ranked #115.

Decker Retirement Planning first reported a position in FV in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Decker Retirement Planning held 726 shares of First Trust Dorsey Wright Focus 5 ETF worth $55.1K as of Q2 2026.
  • Decker Retirement Planning bought 319 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $22K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Decker Retirement Planning's portfolio in Q2 2026, its #115 holding.
  • Decker Retirement Planning first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.