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

IFS Group’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	$652K	Sell	8,597 -108	-1%	-$7.45K	0.9%	35
2026 Q1	$526K	Buy	+8,705	New	+$562K	0.47%	62
2025 Q3	$649K	Buy	+10,492	New	+$639K	0.57%	50

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

IFS Group's FV Position: Q2 2026 in Review

IFS Group reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 1.2% in Q2 2026, selling an estimated $7.45K and leaving 8,597 shares worth $652K. The position accounts for 0.9% of the portfolio, ranked #35.

IFS Group first reported a position in FV in Q3 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

IFS Group held 8,597 shares of First Trust Dorsey Wright Focus 5 ETF worth $652K as of Q2 2026.
IFS Group sold 108 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $7.45K.
First Trust Dorsey Wright Focus 5 ETF made up 0.9% of IFS Group's portfolio in Q2 2026, its #35 holding.
IFS Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2025 and has held it in 3 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.