Gratus Wealth Advisors
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Gratus Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Gratus Wealth Advisors’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 		$308K Sell
4,196
-405
-9% -$29.3K 0.04% 112
2026
Q2 		$349K Buy
+4,601
New +$317K 0.04% 107

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Gratus Wealth Advisors's FV Position: Q3 2026 in Review

Gratus Wealth Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 8.8% in Q3 2026, selling an estimated $29.3K and leaving 4,196 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #112.

Gratus Wealth Advisors first reported a position in FV in Q2 2026 and has held it in 2 quarters since. The position peaked at $349K in Q2 2026. 310 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • Gratus Wealth Advisors held 4,196 shares of First Trust Dorsey Wright Focus 5 ETF worth $308K as of Q3 2026.
  • Gratus Wealth Advisors sold 405 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $29.3K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.04% of Gratus Wealth Advisors's portfolio in Q3 2026, its #112 holding.
  • Gratus Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2026 and has held it in 2 quarters since.
  • Gratus Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $349K in Q2 2026.
  • 310 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.