Elevated Capital Advisors
FV icon

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
Q3 		$34.9K Hold
475
– – 0.01% 334
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Elevated Capital Advisors's FV Position: Q3 2026 in Review

Elevated Capital Advisors held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q3 2026 at 475 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #334.

Elevated Capital Advisors first reported a position in FV in Q4 2025 and has held it in 4 quarters since. The position peaked at $36K in Q2 2026. 173 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • Elevated Capital Advisors held 475 shares of First Trust Dorsey Wright Focus 5 ETF worth $34.9K as of Q3 2026.
  • Elevated Capital Advisors left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q3 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #334 holding.
  • Elevated Capital Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $36K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.