FFA
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Founders Financial Alliance’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Founders Financial Alliance’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 		$533K Buy
7,023
+43
+0.6% +$2.96K 0.07% 231
2026
Q1 		$422K Buy
6,980
+624
+10% +$40.3K 0.08% 236
2025
Q4 		$400K Sell
6,356
-385
-6% -$23.8K 0.08% 230
2025
Q3 		$417K Buy
6,741
+875
+15% +$53.3K 0.08% 232
2025
Q2 		$348K Sell
5,866
-536
-8% -$29.8K 0.08% 229
2025
Q1 		$351K Buy
6,402
+388
+6% +$23K 0.09% 226
2024
Q4 		$355K Buy
6,014
+16
+0.3% +$958 0.1% 202
2024
Q3 		$349K Buy
5,998
+11
+0.2% +$618 0.1% 202
2024
Q2 		$343K Sell
5,987
-694
-10% -$38.7K 0.1% 195
2024
Q1 		$382K Sell
6,681
-37
-0.6% -$2K 0.11% 185
2023
Q4 		$346K Sell
6,718
-6
-0.1% -$277 0.13% 164
2023
Q3 		$298K Buy
6,724
+6
+0.1% +$279 0.13% 170
2023
Q2 		$315K Buy
6,718
+12
+0.2% +$535 0.12% 177
2023
Q1 		$302K Sell
6,706
-136
-2% -$6.34K 0.15% 147
2022
Q4 		$318K Sell
6,842
-67
-1% -$3.12K 0.15% 155
2022
Q3 		$284K Buy
6,909
+826
+14% +$36.5K 0.14% 156
2022
Q2 		$252K Sell
6,083
-693
-10% -$32.1K 0.13% 175
2022
Q1 		$323K Buy
6,776
+1,039
+18% +$49.4K 0.14% 146
2021
Q4 		$282K Buy
5,737
+390
+7% +$19.1K 0.11% 188
2021
Q3 		$245K Buy
5,347
+1,224
+30% +$57.8K 0.11% 187
2021
Q2 		$195K Sell
4,123
-626
-13% -$28.9K 0.09% 237
2021
Q1 		$210K Buy
4,749
+1,281
+37% +$55.3K 0.1% 215
2020
Q4 		$140K Buy
3,468
+650
+23% +$24.4K 0.08% 219
2020
Q3 		$98K Buy
+2,818
New +$96K 0.06% 270

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Founders Financial Alliance's FV Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.62% in Q2 2026, buying an estimated $2.96K and bringing the position to 7,023 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #231.

Founders Financial Alliance first reported a position in FV in Q3 2020 and has held it in 24 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Founders Financial Alliance held 7,023 shares of First Trust Dorsey Wright Focus 5 ETF worth $533K as of Q2 2026.
  • Founders Financial Alliance bought 43 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $2.96K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.07% of Founders Financial Alliance's portfolio in Q2 2026, its #231 holding.
  • Founders Financial Alliance first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2020 and has held it in 24 quarters since.
  • 353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.