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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

MCF Advisors's FV Position: Q2 2026 in Review

MCF Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 2,023 shares worth $154K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: MCF Advisors previously reported a position in FV as recently as Q1 2023.

MCF Advisors first reported a position in FV in Q2 2017 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold FV as of Q2 2026.

MCF Advisors held 2,023 shares of First Trust Dorsey Wright Focus 5 ETF worth $154K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new MCF Advisors position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #471 holding.
MCF Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2017 and has held it in 5 quarters since.
354 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.