Lunt Capital Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Lunt Capital Management’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	$3M	Sell	39,549 -876	-2%	-$60.4K	1.1%	28
2026 Q1	$2.44M	Buy	40,425 +785	+2%	+$50.7K	0.94%	29
2025 Q4	$2.49M	Buy	39,640 +41	+0.1%	+$2.54K	0.93%	29
2025 Q3	$2.45M	Sell	39,599 -891	-2%	-$54.3K	0.94%	32
2025 Q2	$2.4M	Buy	40,490 +242	+0.6%	+$13.5K	0.92%	29
2025 Q1	$2.21M	Buy	40,248 +2,177	+6%	+$129K	0.8%	30
2024 Q4	$2.25M	Buy	38,071 +4,986	+15%	+$299K	0.88%	29
2024 Q3	$1.93M	Buy	33,085 +2,429	+8%	+$137K	0.9%	32
2024 Q2	$1.76M	Buy	30,656 +3,579	+13%	+$200K	0.87%	29
2024 Q1	$1.55M	Buy	27,077 +5,674	+27%	+$306K	0.77%	30
2023 Q4	$1.1M	Sell	21,403 -3,684	-15%	-$170K	0.57%	39
2023 Q3	$1.11M	Buy	25,087 +2,361	+10%	+$110K	0.59%	33
2023 Q2	$1.07M	Buy	+22,726	New	+$1.01M	0.58%	35

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

Lunt Capital Management's FV Position: Q2 2026 in Review

Lunt Capital Management reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 2.2% in Q2 2026, selling an estimated $60.4K and leaving 39,549 shares worth $3M. The position accounts for 1.1% of the portfolio, ranked #28.

Lunt Capital Management first reported a position in FV in Q2 2023 and has held it in 13 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Lunt Capital Management held 39,549 shares of First Trust Dorsey Wright Focus 5 ETF worth $3M as of Q2 2026.
Lunt Capital Management sold 876 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $60.4K.
First Trust Dorsey Wright Focus 5 ETF made up 1.1% of Lunt Capital Management's portfolio in Q2 2026, its #28 holding.
Lunt Capital Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2023 and has held it in 13 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.