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

JFS Wealth 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 		$1.14K Buy
+15
New +$1.03K ﹤0.01% 1767
2025
Q2 		– Sell
-133
Closed -$7.3K – 1909
2025
Q1 		$7.3K Buy
+133
New +$7.89K ﹤0.01% 987

Other funds holding FV

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JFS Wealth Advisors's FV Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 15 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FV as recently as Q1 2025.

JFS Wealth Advisors first reported a position in FV in Q1 2025 and has held it in 2 quarters since. The position peaked at $7.3K in Q1 2025. 105 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • JFS Wealth Advisors held 15 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.14K as of Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new JFS Wealth Advisors position in Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1767 holding.
  • JFS Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2025 and has held it in 2 quarters since.
  • JFS Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $7.3K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.