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

Elevation 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
2025
Q2 		– Sell
-298
Closed -$16.3K – 495
2025
Q1 		$16.3K Hold
298
– – 0.01% 326
2024
Q4 		$17.6K Buy
+298
New +$17.8K 0.01% 319

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Elevation Wealth Partners's FV Position: Q2 2025 in Review

Elevation Wealth Partners sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2025, closing a stake of 298 shares — an estimated $16.3K sold.

Elevation Wealth Partners first reported a position in FV in Q4 2024 and held it in 2 quarters. The position peaked at $17.6K in Q4 2024. 313 funds tracked by Wall St. Rank hold FV as of Q2 2025.

  • Elevation Wealth Partners reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 298 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2025, an estimated $16.3K.
  • Elevation Wealth Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2024 and held it in 2 quarters.
  • Elevation Wealth Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $17.6K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2025.

Based on Elevation Wealth Partners's 13F filing for Q2 2025, filed 8 Jul 2025.