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

MCF 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 Q3	–	Sell	-2,023	Closed	-$154K	–	756
2026 Q2	$154K	Buy	+2,023	New	+$139K	0.01%	471
2023 Q2	–	Sell	-690	Closed	-$31.1K	–	878
2023 Q1	$31.1K	Buy	+690	New	+$32.2K	﹤0.01%	423
2018 Q1	–	Sell	-762	Closed	-$21K	–	484
2017 Q4	$21K	Hold	762	–	–	﹤0.01%	293
2017 Q3	$20K	Hold	762	–	–	﹤0.01%	299
2017 Q2	$19K	Buy	+762	New	+$18.7K	﹤0.01%	317

Other funds holding FV

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

MCF Advisors's FV Position: Q3 2026 in Review

MCF Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2026, closing a stake of 2,023 shares — an estimated $154K sold.

MCF Advisors first reported a position in FV in Q2 2017 and held it in 5 quarters. The position peaked at $154K in Q2 2026. 160 funds tracked by Wall St. Rank hold FV as of Q3 2026.

MCF Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 2,023 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $154K.
MCF Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2017 and held it in 5 quarters.
MCF Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $154K in Q2 2026.
160 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.