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

Kingsview 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
Q1 		$319K Sell
5,285
-326
-6% -$21K ﹤0.01% 1056
2025
Q4 		$353K Buy
5,611
+66
+1% +$4.09K 0.01% 969
2025
Q3 		$343K Sell
5,545
-831
-13% -$50.6K 0.01% 915
2025
Q2 		$378K Sell
6,376
-1,184
-16% -$65.9K 0.01% 868
2025
Q1 		$415K Sell
7,560
-1,150
-13% -$68.2K 0.01% 786
2024
Q4 		$514K Sell
8,710
-1,484
-15% -$88.9K 0.01% 725
2024
Q3 		$594K Buy
10,194
+2,647
+35% +$149K 0.01% 659
2024
Q2 		$432K Buy
7,547
+1,262
+20% +$70.4K 0.01% 727
2024
Q1 		$360K Sell
6,285
-1,348
-18% -$72.7K 0.01% 756
2023
Q4 		$393K Sell
7,633
-10,682
-58% -$493K 0.01% 692
2023
Q3 		$811K Buy
+18,315
New +$852K 0.03% 492
2021
Q4 		– Sell
-17,314
Closed -$793K – 991
2021
Q3 		$793K Buy
+17,314
New +$818K 0.04% 433

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return