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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Lowe Brockenbrough & Co's FV Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 10% in Q1 2026, selling an estimated $41.9K and leaving 5,800 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #240.

Lowe Brockenbrough & Co first reported a position in FV in Q2 2025 and has held it in 4 quarters since. The position peaked at $406K in Q4 2025. 321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

  • Lowe Brockenbrough & Co held 5,800 shares of First Trust Dorsey Wright Focus 5 ETF worth $351K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 650 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2026, an estimated $41.9K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #240 holding.
  • Lowe Brockenbrough & Co first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's First Trust Dorsey Wright Focus 5 ETF position peaked at $406K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.