Mather Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Mather Group’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	$1.7K	Buy	+28	New	+$1.81K	﹤0.01%	1718

Other funds holding FV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mather Group's FV Position: Q1 2026 in Review

Mather Group opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2026: 28 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1718 among its holdings.

321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

Mather Group held 28 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.7K as of Q1 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Mather Group position in Q1 2026.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1718 holding.
321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.