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

Glenview Trust’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 Q3	$593K	Buy	+8,081	New	+$585K	0.01%	355

Other funds holding FV

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Fusion Capital Mt. Pleasant, South Carolina $458M AUM 34.96% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return

Glenview Trust's FV Position: Q3 2026 in Review

Glenview Trust opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2026: 8,081 shares worth $593K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings.

133 funds tracked by Wall St. Rank hold FV as of Q3 2026.

Glenview Trust held 8,081 shares of First Trust Dorsey Wright Focus 5 ETF worth $593K as of Q3 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Glenview Trust position in Q3 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Glenview Trust's portfolio in Q3 2026, its #355 holding.
133 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Glenview Trust's 13F filing for Q3 2026, filed 28 Oct 2026.