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

Financial Perspectives’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	$24.1K	Hold	317	–	–	0.01%	435
2026 Q1	$19.2K	Hold	317	–	–	0.01%	441
2025 Q4	$19.9K	Hold	317	–	–	0.01%	436
2025 Q3	$19.6K	Hold	317	–	–	0.01%	431
2025 Q2	$18.8K	Hold	317	–	–	0.01%	425
2025 Q1	$17.4K	Hold	317	–	–	0.01%	427
2024 Q4	$18.7K	Hold	317	–	–	0.01%	416
2024 Q3	$18.5K	Hold	317	–	–	0.01%	400
2024 Q2	$18.2K	Hold	317	–	–	0.01%	393
2024 Q1	$18.1K	Hold	317	–	–	0.01%	393
2023 Q4	$16.3K	Hold	317	–	–	0.01%	403
2023 Q3	$14K	Hold	317	–	–	0.01%	405
2023 Q2	$14.9K	Hold	317	–	–	0.01%	403
2023 Q1	$14.3K	Hold	317	–	–	0.01%	405
2022 Q4	$14.8K	Hold	317	–	–	0.01%	392
2022 Q3	$13K	Hold	317	–	–	0.01%	401
2022 Q2	$13.1K	Hold	317	–	–	0.01%	405
2022 Q1	$15.1K	Hold	317	–	–	0.01%	405
2021 Q4	$15.6K	Hold	317	–	–	0.01%	389
2021 Q3	$14.5K	Hold	317	–	–	0.01%	397
2021 Q2	$15K	Buy	+317	New	+$14.6K	0.01%	416

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

Financial Perspectives's FV Position: Q2 2026 in Review

Financial Perspectives held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2026 at 317 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #435.

Financial Perspectives first reported a position in FV in Q2 2021 and has held it in 21 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Financial Perspectives held 317 shares of First Trust Dorsey Wright Focus 5 ETF worth $24.1K as of Q2 2026.
Financial Perspectives 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 Financial Perspectives's portfolio in Q2 2026, its #435 holding.
Financial Perspectives first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2021 and has held it in 21 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.