Hantz Financial Services’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Hantz Financial Services’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	$192K	Sell	2,535 -415	-14%	-$28.6K	﹤0.01%	1126
2026 Q1	$178K	Buy	2,950 +300	+11%	+$19.4K	﹤0.01%	1037
2025 Q4	$167K	Sell	2,650 -24	-0.9%	-$1.49K	﹤0.01%	944
2025 Q3	$166K	Hold	2,674	–	–	﹤0.01%	802
2025 Q2	$158K	Buy	+2,674	New	+$149K	﹤0.01%	658

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

PWS

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

Hantz Financial Services's FV Position: Q2 2026 in Review

Hantz Financial Services reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 14% in Q2 2026, selling an estimated $28.6K and leaving 2,535 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Hantz Financial Services first reported a position in FV in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Hantz Financial Services held 2,535 shares of First Trust Dorsey Wright Focus 5 ETF worth $192K as of Q2 2026.
Hantz Financial Services sold 415 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $28.6K.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1126 holding.
Hantz Financial Services first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 5 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.