Kingswood Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Kingswood Wealth Advisors’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	$956K	Buy	12,594 +291	+2%	+$20.1K	0.04%	417
2026 Q1	$744K	Sell	12,303 -6,322	-34%	-$408K	0.04%	442
2025 Q4	$1.17M	Buy	18,625 +5,745	+45%	+$356K	0.06%	319
2025 Q3	$798K	Buy	+12,880	New	+$785K	0.05%	349
2025 Q1	–	Sell	-3,617	Closed	-$214K	–	766
2024 Q4	$214K	Sell	3,617 -8,653	-71%	-$518K	0.02%	715
2024 Q3	$715K	Buy	+12,270	New	+$690K	0.05%	366

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

Kingswood Wealth Advisors's FV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 2.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 12,594 shares worth $956K. The position accounts for 0.04% of the portfolio, ranked #417.

Kingswood Wealth Advisors first reported a position in FV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2025. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Kingswood Wealth Advisors held 12,594 shares of First Trust Dorsey Wright Focus 5 ETF worth $956K as of Q2 2026.
Kingswood Wealth Advisors bought 291 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $20.1K.
First Trust Dorsey Wright Focus 5 ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #417 holding.
Kingswood Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.17M in Q4 2025.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.