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

Insight 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 		$1.02M Sell
13,492
-376
-3% -$25.9K 0.18% 83
2026
Q1 		$838K Sell
13,868
-5
-0% -$323 0.16% 89
2025
Q4 		$873K Buy
13,873
+40
+0.3% +$2.48K 0.13% 103
2025
Q3 		$857K Sell
13,833
-272
-2% -$16.6K 0.13% 107
2025
Q2 		$836K Sell
14,105
-372
-3% -$20.7K 0.13% 102
2025
Q1 		$794K Sell
14,477
-1,143
-7% -$67.8K 0.14% 102
2024
Q4 		$926K Sell
15,620
-3,344
-18% -$200K 0.16% 91
2024
Q3 		$1.11M Sell
18,964
-745
-4% -$41.9K 0.19% 85
2024
Q2 		$1.13M Buy
19,709
+6
+0% +$335 0.2% 79
2024
Q1 		$1.13M Buy
19,703
+18
+0.1% +$971 0.22% 83
2023
Q4 		$1.01M Buy
19,685
+4
+0% +$185 0.21% 80
2023
Q3 		$872K Sell
19,681
-1,384
-7% -$64.4K 0.2% 89
2023
Q2 		$988K Sell
21,065
-7,157
-25% -$319K 0.22% 77
2023
Q1 		$1.27M Buy
28,222
+3,114
+12% +$145K 0.3% 56
2022
Q4 		$1.13M Buy
25,108
+102
+0.4% +$4.75K 0.39% 61
2022
Q3 		$1.03M Sell
25,006
-851
-3% -$37.6K 0.4% 60
2022
Q2 		$1.13M Sell
25,857
-1,652
-6% -$76.6K 0.38% 65
2022
Q1 		$1.31M Sell
27,509
-706
-3% -$33.5K 0.39% 69
2021
Q4 		$1.39M Buy
28,215
+4,240
+18% +$207K 0.41% 62
2021
Q3 		$1.21M Buy
23,975
+10,742
+81% +$508K 0.36% 75
2021
Q2 		$627K Buy
+13,233
New +$611K 0.2% 134

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Insight Advisors's FV Position: Q2 2026 in Review

Insight Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 2.7% in Q2 2026, selling an estimated $25.9K and leaving 13,492 shares worth $1.02M. The position accounts for 0.18% of the portfolio, ranked #83.

Insight Advisors first reported a position in FV in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.39M in Q4 2021. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Insight Advisors held 13,492 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.02M as of Q2 2026.
  • Insight Advisors sold 376 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $25.9K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.18% of Insight Advisors's portfolio in Q2 2026, its #83 holding.
  • Insight Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2021 and has held it in 21 quarters since.
  • Insight Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.39M in Q4 2021.
  • 353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.