Investors Research Corp’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Investors Research Corp’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	$8.27K	Hold	109	–	–	﹤0.01%	553
2026 Q1	$6.59K	Sell	109 -108	-50%	-$6.97K	﹤0.01%	582
2025 Q4	$13.7K	Hold	217	–	–	﹤0.01%	589
2025 Q3	$13.4K	Hold	217	–	–	﹤0.01%	605
2025 Q2	$12.9K	Hold	217	–	–	﹤0.01%	639
2025 Q1	$11.9K	Hold	217	–	–	﹤0.01%	657
2024 Q4	$12.8K	Hold	217	–	–	﹤0.01%	644
2024 Q3	$12.6K	Hold	217	–	–	﹤0.01%	657
2024 Q2	$12.4K	Hold	217	–	–	﹤0.01%	686
2024 Q1	$12.4K	Buy	+217	New	+$11.7K	﹤0.01%	686

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

Investors Research Corp's FV Position: Q2 2026 in Review

Investors Research Corp held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2026 at 109 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Investors Research Corp first reported a position in FV in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.7K in Q4 2025. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Investors Research Corp held 109 shares of First Trust Dorsey Wright Focus 5 ETF worth $8.27K as of Q2 2026.
Investors Research Corp left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #553 holding.
Investors Research Corp first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2024 and has held it in 10 quarters since.
Investors Research Corp's First Trust Dorsey Wright Focus 5 ETF position peaked at $13.7K in Q4 2025.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.