Mayflower Financial Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Mayflower Financial Advisors’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	$219K	Buy	+2,890	New	+$199K	0.02%	460
2025 Q2	–	Sell	-3,755	Closed	-$206K	–	397
2025 Q1	$206K	Buy	3,755 +7	+0.2%	+$415	0.03%	375
2024 Q4	$221K	Buy	+3,748	New	+$224K	0.03%	356
2021 Q3	–	Sell	-5,144	Closed	-$244K	–	342
2021 Q2	$244K	Hold	5,144	–	–	0.03%	277
2021 Q1	$230K	Sell	5,144 -200	-4%	-$8.64K	0.03%	264
2020 Q4	$216K	Buy	+5,344	New	+$200K	0.04%	250

Other funds holding FV

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Mayflower Financial Advisors's FV Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 2,890 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in FV as recently as Q1 2025.

Mayflower Financial Advisors first reported a position in FV in Q4 2020 and has held it in 6 quarters since. The position peaked at $244K in Q2 2021. 61 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Mayflower Financial Advisors held 2,890 shares of First Trust Dorsey Wright Focus 5 ETF worth $219K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Mayflower Financial Advisors position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #460 holding.
Mayflower Financial Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2020 and has held it in 6 quarters since.
Mayflower Financial Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $244K in Q2 2021.
61 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.