BFC Planning, Inc.’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

BFC Planning, Inc.’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	$1.13M	Buy	14,933 +331	+2%	+$22.8K	0.05%	369
2026 Q1	$882K	Buy	14,602 +3	+0%	+$194	0.04%	392
2025 Q4	$919K	Sell	14,599 -547	-4%	-$33.9K	0.04%	387
2025 Q3	$938K	Sell	15,146 -410	-3%	-$25K	0.07%	247
2025 Q2	$922K	Buy	15,556 +7	+0%	+$390	0.07%	238
2025 Q1	$853K	Sell	15,549 -4	-0%	-$237	0.08%	230
2024 Q4	$919K	Buy	+15,553	New	+$932K	0.08%	217

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

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

BFC Planning, Inc.'s FV Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 2.3% in Q2 2026, buying an estimated $22.8K and bringing the position to 14,933 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #369.

BFC Planning, Inc. first reported a position in FV in Q4 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold FV as of Q2 2026.

BFC Planning, Inc. held 14,933 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.13M as of Q2 2026.
BFC Planning, Inc. bought 331 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $22.8K.
First Trust Dorsey Wright Focus 5 ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #369 holding.
BFC Planning, Inc. first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2024 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.