Mather Group
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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
Q3 		$224K Buy
3,047
+3,019
+10,782% +$218K ﹤0.01% 765
2026
Q2 		$2.14K Hold
28
– – ﹤0.01% 1729
2026
Q1 		$1.7K Buy
+28
New +$1.81K ﹤0.01% 1718

Other funds holding FV

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cushing Capital Partners
Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Mather Group's FV Position: Q3 2026 in Review

Mather Group increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 10,782% in Q3 2026, buying an estimated $218K and bringing the position to 3,047 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Mather Group first reported a position in FV in Q1 2026 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • Mather Group held 3,047 shares of First Trust Dorsey Wright Focus 5 ETF worth $224K as of Q3 2026.
  • Mather Group bought 3,019 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $218K.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #765 holding.
  • Mather Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2026 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.