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Legacy Investment Solutions’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$119 Buy
+2
New +$111 ﹤0.01% 729
2024
Q4 		$124 Hold
2
– – ﹤0.01% 730
2024
Q3 		$122 Buy
+2
New +$112 ﹤0.01% 683

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Legacy Investment Solutions's FV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2025: 2 shares worth $119. The stake represents ﹤0.01% of the portfolio and ranks #729 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FV in Q3 2024 and has held it in 3 quarters since. The position peaked at $124 in Q4 2024. 313 funds tracked by Wall St. Rank hold FV as of Q2 2025.

  • Legacy Investment Solutions held 2 shares of First Trust Dorsey Wright Focus 5 ETF worth $119 as of Q2 2025.
  • First Trust Dorsey Wright Focus 5 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #729 holding.
  • Legacy Investment Solutions first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's First Trust Dorsey Wright Focus 5 ETF position peaked at $124 in Q4 2024.
  • 313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.