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

Focus Financial Network’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	$262K	Buy	3,451 +3	+0.1%	+$207	0.01%	653
2026 Q1	$208K	Sell	3,448 -997	-22%	-$64.3K	0.01%	696
2025 Q4	$280K	Buy	4,445 +6	+0.1%	+$372	0.01%	611
2025 Q3	$275K	Sell	4,439 -510	-10%	-$31.1K	0.01%	626
2025 Q2	$293K	Buy	4,949 +5	+0.1%	+$278	0.01%	580
2025 Q1	$271K	Buy	4,944 +4	+0.1%	+$237	0.01%	579
2024 Q4	$292K	Buy	4,940 +3	+0.1%	+$180	0.01%	559
2024 Q3	$288K	Buy	4,937 +1	+0%	+$56	0.01%	557
2024 Q2	$285K	Buy	4,936 +1	+0%	+$56	0.01%	541
2024 Q1	$263K	Buy	4,935 +4	+0.1%	+$216	0.01%	524
2023 Q4	$254K	Hold	4,931	–	–	0.01%	621
2023 Q3	$218K	Buy	4,931 +4	+0.1%	+$186	0.01%	542
2023 Q2	$231K	Sell	4,927 -42	-0.8%	-$1.87K	0.01%	527
2023 Q1	$224K	Buy	4,969 +18	+0.4%	+$839	0.01%	515
2022 Q4	$230K	Sell	4,951 -1,004	-17%	-$46.8K	0.02%	423
2022 Q3	$244K	Sell	5,955 -3,031	-34%	-$134K	0.02%	405
2022 Q2	$372K	Buy	8,986 +1,081	+14%	+$50.1K	0.03%	343
2022 Q1	$377K	Buy	+7,905	New	+$376K	0.03%	348

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

Focus Financial Network's FV Position: Q2 2026 in Review

Focus Financial Network increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.09% in Q2 2026, buying an estimated $207 and bringing the position to 3,451 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #653.

Focus Financial Network first reported a position in FV in Q1 2022 and has held it in 18 quarters since. The position peaked at $377K in Q1 2022. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Focus Financial Network held 3,451 shares of First Trust Dorsey Wright Focus 5 ETF worth $262K as of Q2 2026.
Focus Financial Network bought 3 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $207.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #653 holding.
Focus Financial Network first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2022 and has held it in 18 quarters since.
Focus Financial Network's First Trust Dorsey Wright Focus 5 ETF position peaked at $377K in Q1 2022.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.