KeyBank National Association’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

KeyBank National Association’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	$922K	Buy	12,153 +833	+7%	+$57.4K	﹤0.01%	677
2026 Q1	$684K	Hold	11,320	–	–	﹤0.01%	697
2025 Q4	$712K	Hold	11,320	–	–	﹤0.01%	678
2025 Q3	$701K	Hold	11,320	–	–	﹤0.01%	662
2025 Q2	$671K	Hold	11,320	–	–	﹤0.01%	675
2025 Q1	$621K	Buy	+11,320	New	+$671K	﹤0.01%	687

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

KeyBank National Association's FV Position: Q2 2026 in Review

KeyBank National Association increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 7.4% in Q2 2026, buying an estimated $57.4K and bringing the position to 12,153 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

KeyBank National Association first reported a position in FV in Q1 2025 and has held it in 6 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

KeyBank National Association held 12,153 shares of First Trust Dorsey Wright Focus 5 ETF worth $922K as of Q2 2026.
KeyBank National Association bought 833 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $57.4K.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #677 holding.
KeyBank National Association first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2025 and has held it in 6 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.