JFS Wealth Advisors
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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
Q3 		$1.1K Hold
15
– – ﹤0.01% 1764
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

JFS Wealth Advisors's FV Position: Q3 2026 in Review

JFS Wealth Advisors held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q3 2026 at 15 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

JFS Wealth Advisors first reported a position in FV in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.3K in Q1 2025. 194 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • JFS Wealth Advisors held 15 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.1K as of Q3 2026.
  • JFS Wealth Advisors left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q3 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1764 holding.
  • JFS Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $7.3K in Q1 2025.
  • 194 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.