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Leigh Baldwin & Co’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Leigh Baldwin & Co’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
Q4 		– Sell
-5,937
Closed -$368K – 174
2025
Q3 		$368K Buy
5,937
+6
+0.1% +$366 0.21% 113
2025
Q2 		$351K Sell
5,931
-43
-0.7% -$2.39K 0.23% 111
2025
Q1 		$328K Buy
5,974
+4
+0.1% +$237 0.26% 106
2024
Q4 		$353K Buy
+5,970
New +$358K 0.3% 95

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leigh Baldwin & Co's FV Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2025, closing a stake of 5,937 shares — an estimated $368K sold.

Leigh Baldwin & Co first reported a position in FV in Q4 2024 and held it in 4 quarters. The position peaked at $368K in Q3 2025. 331 funds tracked by Wall St. Rank hold FV as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 5,937 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2025, an estimated $368K.
  • Leigh Baldwin & Co first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's First Trust Dorsey Wright Focus 5 ETF position peaked at $368K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.