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Dynamic Advisor Solutions’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Dynamic Advisor Solutions’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 		$879K Buy
11,587
+6,030
+109% +$416K 0.02% 518
2026
Q1 		$336K Buy
+5,557
New +$359K 0.01% 773

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Dynamic Advisor Solutions's FV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 109% in Q2 2026, buying an estimated $416K and bringing the position to 11,587 shares worth $879K. The position accounts for 0.02% of the portfolio, ranked #518.

Dynamic Advisor Solutions first reported a position in FV in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Dynamic Advisor Solutions held 11,587 shares of First Trust Dorsey Wright Focus 5 ETF worth $879K as of Q2 2026.
  • Dynamic Advisor Solutions bought 6,030 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $416K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #518 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.