Focus Partners Advisor Solutions’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Focus Partners Advisor Solutions’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	$324K	Buy	4,266 +504	+13%	+$34.7K	﹤0.01%	977
2026 Q1	$227K	Hold	3,762	–	–	﹤0.01%	1098
2025 Q4	$237K	Sell	3,762 -71	-2%	-$4.4K	﹤0.01%	965
2025 Q3	$236K	Buy	+3,833	New	+$234K	﹤0.01%	1003

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 Partners Advisor Solutions's FV Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 13% in Q2 2026, buying an estimated $34.7K and bringing the position to 4,266 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Focus Partners Advisor Solutions first reported a position in FV in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Focus Partners Advisor Solutions held 4,266 shares of First Trust Dorsey Wright Focus 5 ETF worth $324K as of Q2 2026.
Focus Partners Advisor Solutions bought 504 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $34.7K.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #977 holding.
Focus Partners Advisor Solutions first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2025 and has held it in 4 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.