Equita Financial Network’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Equita Financial Network’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	$262K	Buy	+3,450	New	+$238K	0.07%	82

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

Equita Financial Network's FV Position: Q2 2026 in Review

Equita Financial Network opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 3,450 shares worth $262K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings.

353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Equita Financial Network held 3,450 shares of First Trust Dorsey Wright Focus 5 ETF worth $262K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Equita Financial Network position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.07% of Equita Financial Network's portfolio in Q2 2026, its #82 holding.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.