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

Financial Network Wealth Management’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 Q1	$43K	Buy	+800	New	+$47.4K	0.02%	232

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Financial Network Wealth Management's FV Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2025: 800 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings.

313 funds tracked by Wall St. Rank hold FV as of Q1 2025.

Financial Network Wealth Management held 800 shares of First Trust Dorsey Wright Focus 5 ETF worth $43K as of Q1 2025.
First Trust Dorsey Wright Focus 5 ETF was a new Financial Network Wealth Management position in Q1 2025.
First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #232 holding.
313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.