Kiker Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Kiker Wealth 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	$1.44M	Sell	19,019 -217	-1%	-$15K	0.56%	37
2026 Q1	$1.16M	Buy	+19,236	New	+$1.24M	0.56%	31
2025 Q4	–	Sell	-22,503	Closed	-$1.39M	–	68
2025 Q3	$1.39M	Sell	22,503 -552	-2%	-$33.6K	0.7%	37
2025 Q2	$1.37M	Buy	23,055 +4,677	+25%	+$260K	0.77%	32
2025 Q1	$1.01M	Sell	18,378 -599	-3%	-$35.5K	0.69%	36
2024 Q4	$1.12M	Buy	+18,977	New	+$1.14M	0.91%	29

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

Kiker Wealth Management's FV Position: Q2 2026 in Review

Kiker Wealth Management reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 1.1% in Q2 2026, selling an estimated $15K and leaving 19,019 shares worth $1.44M. The position accounts for 0.56% of the portfolio, ranked #37.

Kiker Wealth Management first reported a position in FV in Q4 2024 and has held it in 6 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Kiker Wealth Management held 19,019 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.44M as of Q2 2026.
Kiker Wealth Management sold 217 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $15K.
First Trust Dorsey Wright Focus 5 ETF made up 0.56% of Kiker Wealth Management's portfolio in Q2 2026, its #37 holding.
Kiker Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2024 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 Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.