M&T Bank
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M&T Bank’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

M&T Bank’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
Q1 		– Sell
-6,446
Closed -$381K – 1600
2024
Q4 		$381K Hold
6,446
– – ﹤0.01% 1275
2024
Q3 		$376K Hold
6,446
– – ﹤0.01% 1271
2024
Q2 		$369K Hold
6,446
– – ﹤0.01% 1222
2024
Q1 		$369K Sell
6,446
-52
-0.8% -$2.81K ﹤0.01% 1248
2023
Q4 		$335K Buy
6,498
+866
+15% +$40K ﹤0.01% 1274
2023
Q3 		$249K Buy
5,632
+52
+0.9% +$2.42K ﹤0.01% 1351
2023
Q2 		$262K Hold
5,580
– – ﹤0.01% 1364
2023
Q1 		$252K Sell
5,580
-100
-2% -$4.66K ﹤0.01% 1381
2022
Q4 		$264K Hold
5,680
– – ﹤0.01% 1348
2022
Q3 		$233K Buy
+5,680
New +$251K ﹤0.01% 1375

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

M&T Bank's FV Position: Q1 2025 in Review

M&T Bank sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2025, closing a stake of 6,446 shares — an estimated $381K sold.

M&T Bank first reported a position in FV in Q3 2022 and held it in 10 quarters. The position peaked at $381K in Q4 2024. 313 funds tracked by Wall St. Rank hold FV as of Q1 2025.

  • M&T Bank reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q1 2025 after selling out during the quarter.
  • M&T Bank sold 6,446 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2025, an estimated $381K.
  • M&T Bank first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2022 and held it in 10 quarters.
  • M&T Bank's First Trust Dorsey Wright Focus 5 ETF position peaked at $381K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2025.

Based on M&T Bank's 13F filing for Q1 2025, filed 30 Apr 2025.