Independent Wealth Network’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Independent Wealth Network’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	$377K	Buy	4,972 +86	+2%	+$5.93K	0.1%	216
2026 Q1	$295K	Sell	4,886 -7	-0.1%	-$452	0.09%	219
2025 Q4	$308K	Sell	4,893 -213	-4%	-$13.2K	0.09%	202
2025 Q3	$316K	Buy	5,106 +24	+0.5%	+$1.46K	0.1%	202
2025 Q2	$301K	Buy	5,082 +759	+18%	+$42.3K	0.11%	194
2025 Q1	$237K	Sell	4,323 -229	-5%	-$13.6K	0.09%	208
2024 Q4	$269K	Sell	4,552 -209	-4%	-$12.5K	0.11%	185
2024 Q3	$277K	Buy	4,761 +515	+12%	+$28.9K	0.12%	175
2024 Q2	$243K	Buy	+4,246	New	+$237K	0.11%	185

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

Independent Wealth Network's FV Position: Q2 2026 in Review

Independent Wealth Network increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 1.8% in Q2 2026, buying an estimated $5.93K and bringing the position to 4,972 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #216.

Independent Wealth Network first reported a position in FV in Q2 2024 and has held it in 9 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Independent Wealth Network held 4,972 shares of First Trust Dorsey Wright Focus 5 ETF worth $377K as of Q2 2026.
Independent Wealth Network bought 86 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $5.93K.
First Trust Dorsey Wright Focus 5 ETF made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #216 holding.
Independent Wealth Network first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2024 and has held it in 9 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

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