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 Q2	$349K	Buy	+4,601	New	+$317K	0.04%	107

Other funds holding FV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gratus Wealth Advisors's FV Position: Q2 2026 in Review

Gratus Wealth Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 4,601 shares worth $349K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings.

163 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Gratus Wealth Advisors held 4,601 shares of First Trust Dorsey Wright Focus 5 ETF worth $349K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Gratus Wealth Advisors position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.04% of Gratus Wealth Advisors's portfolio in Q2 2026, its #107 holding.
163 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.