Farther Finance Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Farther Finance 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	$4.41M	Buy	60,109 +280	+0.5%	+$20.3K	0.03%	476
2026 Q2	$4.54M	Buy	59,829 +402	+0.7%	+$27.7K	0.04%	438
2026 Q1	$3.62M	Sell	59,427 -21,863	-27%	-$1.41M	0.03%	436
2025 Q4	$5.11M	Sell	81,290 -15,308	-16%	-$948K	0.05%	304
2025 Q3	$5.98M	Sell	96,598 -29,885	-24%	-$1.82M	0.09%	187
2025 Q2	$7.5M	Sell	126,483 -6,645	-5%	-$370K	0.15%	128
2025 Q1	$7.34M	Buy	133,128 +127,657	+2,333%	+$7.57M	0.19%	108
2024 Q4	$323K	Buy	5,471 +2,475	+83%	+$148K	0.01%	774
2024 Q3	$175K	Buy	+2,996	New	+$168K	0.01%	1044

Other funds holding FV

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Farther Finance Advisors's FV Position: Q3 2026 in Review

Farther Finance Advisors increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.47% in Q3 2026, buying an estimated $20.3K and bringing the position to 60,109 shares worth $4.41M. The position accounts for 0.03% of the portfolio, ranked #476.

Farther Finance Advisors first reported a position in FV in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.5M in Q2 2025. 15 funds tracked by Wall St. Rank hold FV as of Q3 2026.

Farther Finance Advisors held 60,109 shares of First Trust Dorsey Wright Focus 5 ETF worth $4.41M as of Q3 2026.
Farther Finance Advisors bought 280 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $20.3K.
First Trust Dorsey Wright Focus 5 ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #476 holding.
Farther Finance Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $7.5M in Q2 2025.
15 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.