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

IFP 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 		$7.45M Sell
98,210
-3,199
-3% -$221K 0.13% 174
2026
Q1 		$6.13M Buy
101,409
+1,164
+1% +$75.1K 0.13% 183
2025
Q4 		$6.31M Sell
100,245
-595
-0.6% -$36.9K 0.14% 150
2025
Q3 		$6.24M Buy
100,840
+1,790
+2% +$109K 0.16% 129
2025
Q2 		$5.87M Buy
99,050
+1,166
+1% +$64.9K 0.17% 127
2025
Q1 		$5.37M Sell
97,884
-11,812
-11% -$701K 0.17% 135
2024
Q4 		$6.48M Buy
109,696
+3,121
+3% +$187K 0.21% 97
2024
Q3 		$6.21M Sell
106,575
-1,102
-1% -$61.9K 0.22% 97
2024
Q2 		$6.17M Buy
107,677
+5,615
+6% +$313K 0.24% 87
2024
Q1 		$5.84M Sell
102,062
-185
-0.2% -$9.98K 0.26% 88
2023
Q4 		$5.27M Sell
102,247
-3,995
-4% -$185K 0.25% 87
2023
Q3 		$4.71M Sell
106,242
-6,434
-6% -$299K 0.21% 100
2023
Q2 		$5.29M Sell
112,676
-8,126
-7% -$362K 0.22% 92
2023
Q1 		$3.66M Sell
120,802
-18,590
-13% -$867K 0.16% 123
2022
Q4 		$4.25M Buy
139,392
+3,295
+2% +$154K 0.11% 177
2022
Q3 		$4.15M Buy
136,097
+3,173
+2% +$140K 0.11% 190
2022
Q2 		$4.05M Hold
132,924
– – 0.13% 172
2022
Q1 		$4.05M Buy
132,924
+37,505
+39% +$1.78M 0.13% 172
2021
Q4 		$4.71M Buy
95,419
+3,586
+4% +$175K 0.09% 127
2021
Q3 		$4.22M Buy
91,833
+1,474
+2% +$69.7K 0.08% 137
2021
Q2 		$4.28M Buy
90,359
+139
+0.2% +$6.42K 0.09% 130
2021
Q1 		$4.03M Buy
90,220
+2,939
+3% +$127K 0.08% 119
2020
Q4 		$3.52M Sell
87,281
-4,455
-5% -$167K 0.14% 118
2020
Q3 		$3.13M Sell
91,736
-1,103
-1% -$37.6K 0.19% 109
2020
Q2 		$2.92M Buy
92,839
+8,308
+10% +$252K 0.23% 88
2020
Q1 		$2.22M Sell
84,531
-16,434
-16% -$497K 0.22% 104
2019
Q4 		$3.2M Sell
100,965
-41,421
-29% -$1.26M 0.24% 96
2019
Q3 		$4.2M Buy
+142,386
New +$4.3M 0.28% 81
2019
Q1 		$3.15M Sell
104,554
-63,096
-38% -$1.81M 0.43% 40
2018
Q4 		$4.22M Sell
167,650
-3,835
-2% -$104K 0.26% 87
2018
Q3 		$5.3M Sell
171,485
-42,101
-20% -$1.3M 0.22% 101
2018
Q2 		$6.29M Buy
213,586
+30,384
+17% +$899K 0.26% 84
2018
Q1 		$5.05M Hold
183,202
– – 0.23% 92
2017
Q4 		$5.05M Sell
183,202
-15,976
-8% -$433K 0.23% 92
2017
Q3 		$5.21M Sell
199,178
-78,332
-28% -$1.99M 0.21% 107
2017
Q2 		$6.89M Buy
277,510
+6,037
+2% +$148K 0.29% 68
2017
Q1 		$6.53M Sell
271,473
-157,240
-37% -$3.77M 0.28% 76
2016
Q4 		$9.92M Buy
428,713
+170,848
+66% +$3.9M 0.48% 32
2016
Q3 		$5.91M Sell
257,865
-36,278
-12% -$828K 0.31% 63
2016
Q2 		$6.58M Buy
294,143
+189,589
+181% +$4.15M 0.37% 50
2016
Q1 		$3.15M Sell
104,554
-284,797
-73% -$5.93M 0.43% 40
2015
Q4 		$9.15M Buy
+389,351
New +$9.01M 0.61% 28

Other funds holding FV

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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

IFP Advisors's FV Position: Q2 2026 in Review

IFP Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 3.2% in Q2 2026, selling an estimated $221K and leaving 98,210 shares worth $7.45M. The position accounts for 0.13% of the portfolio, ranked #174.

IFP Advisors first reported a position in FV in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.92M in Q4 2016. 111 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • IFP Advisors held 98,210 shares of First Trust Dorsey Wright Focus 5 ETF worth $7.45M as of Q2 2026.
  • IFP Advisors sold 3,199 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $221K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.13% of IFP Advisors's portfolio in Q2 2026, its #174 holding.
  • IFP Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $9.92M in Q4 2016.
  • 111 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

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