Lowe Brockenbrough & Co’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Lowe Brockenbrough & 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
2026 Q2	$353K	Sell	4,650 -1,150	-20%	-$79.3K	0.02%	239
2026 Q1	$351K	Sell	5,800 -650	-10%	-$41.9K	0.02%	240
2025 Q4	$406K	Buy	6,450 +1,124	+21%	+$69.6K	0.02%	235
2025 Q3	$330K	Buy	5,326 +3,476	+188%	+$212K	0.02%	245
2025 Q2	$110K	Buy	+1,850	New	+$103K	0.01%	282

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

Lowe Brockenbrough & Co's FV Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 20% in Q2 2026, selling an estimated $79.3K and leaving 4,650 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #239.

Lowe Brockenbrough & Co first reported a position in FV in Q2 2025 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Lowe Brockenbrough & Co held 4,650 shares of First Trust Dorsey Wright Focus 5 ETF worth $353K as of Q2 2026.
Lowe Brockenbrough & Co sold 1,150 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $79.3K.
First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #239 holding.
Lowe Brockenbrough & Co first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 5 quarters since.
Lowe Brockenbrough & Co's First Trust Dorsey Wright Focus 5 ETF position peaked at $406K in Q4 2025.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.