Elevated Capital Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Elevated Capital Advisors’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	$36K	Hold	475	–	–	0.01%	371
2026 Q1	$28.7K	Hold	475	–	–	0.01%	390
2025 Q4	$29.9K	Buy	+475	New	+$29.4K	0.01%	374

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

Elevated Capital Advisors's FV Position: Q2 2026 in Review

Elevated Capital Advisors held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2026 at 475 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #371.

Elevated Capital Advisors first reported a position in FV in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Elevated Capital Advisors held 475 shares of First Trust Dorsey Wright Focus 5 ETF worth $36K as of Q2 2026.
Elevated Capital Advisors left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #371 holding.
Elevated Capital Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2025 and has held it in 3 quarters since.
355 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.