Key Capital Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Key Capital Management’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	$43.7K	Buy	+576	New	+$39.7K	0.02%	179

Other funds holding FV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Key Capital Management's FV Position: Q2 2026 in Review

Key Capital Management opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 576 shares worth $43.7K. The stake represents 0.02% of the portfolio and ranks #179 among its holdings.

217 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Key Capital Management held 576 shares of First Trust Dorsey Wright Focus 5 ETF worth $43.7K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Key Capital Management position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Key Capital Management's portfolio in Q2 2026, its #179 holding.
217 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.