EverSource Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

EverSource Wealth 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	$6.83K	Hold	90	–	–	﹤0.01%	3123
2026 Q1	$5.44K	Hold	90	–	–	﹤0.01%	3231
2025 Q4	$5.66K	Hold	90	–	–	﹤0.01%	3076
2025 Q3	$5.57K	Hold	90	–	–	﹤0.01%	3111
2025 Q2	$5.33K	Hold	90	–	–	﹤0.01%	3134
2025 Q1	$4.94K	Buy	+90	New	+$5.34K	﹤0.01%	2497
2024 Q3	–	Sell	-690	Closed	-$39.3K	–	3072
2024 Q2	$39.3K	Buy	+690	New	+$38.5K	﹤0.01%	1202

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

EverSource Wealth Advisors's FV Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2026 at 90 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

EverSource Wealth Advisors first reported a position in FV in Q2 2024 and has held it in 7 quarters since. The position peaked at $39.3K in Q2 2024. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

EverSource Wealth Advisors held 90 shares of First Trust Dorsey Wright Focus 5 ETF worth $6.83K as of Q2 2026.
EverSource Wealth 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #3123 holding.
EverSource Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $39.3K in Q2 2024.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.