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 Q2	$436K	Buy	5,746 +461	+9%	+$31.8K	0.01%	1039
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 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

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

Kingsview Wealth Management increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 8.7% in Q2 2026, buying an estimated $31.8K and bringing the position to 5,746 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #1039.

Kingsview Wealth Management first reported a position in FV in Q3 2021 and has held it in 13 quarters since. The position peaked at $811K in Q3 2023. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Kingsview Wealth Management held 5,746 shares of First Trust Dorsey Wright Focus 5 ETF worth $436K as of Q2 2026.
Kingsview Wealth Management bought 461 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $31.8K.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1039 holding.
Kingsview Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2021 and has held it in 13 quarters since.
Kingsview Wealth Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $811K in Q3 2023.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.