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 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

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

Farther Finance Advisors's FV Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.68% in Q2 2026, buying an estimated $27.7K and bringing the position to 59,829 shares worth $4.54M. The position accounts for 0.04% of the portfolio, ranked #438.

Farther Finance Advisors first reported a position in FV in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.5M in Q2 2025. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Farther Finance Advisors held 59,829 shares of First Trust Dorsey Wright Focus 5 ETF worth $4.54M as of Q2 2026.
Farther Finance Advisors bought 402 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $27.7K.
First Trust Dorsey Wright Focus 5 ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #438 holding.
Farther Finance Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $7.5M in Q2 2025.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.