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

Medallion Wealth 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	$60.7K	Sell	800 -100	-11%	-$6.89K	0.02%	435
2026 Q1	$54.4K	Sell	900 -1,112	-55%	-$71.8K	0.02%	462
2025 Q4	$127K	Buy	2,012 +12	+0.6%	+$743	0.04%	316
2025 Q3	$124K	Hold	2,000	–	–	0.04%	311
2025 Q2	$119K	Sell	2,000 -500	-20%	-$27.8K	0.05%	321
2025 Q1	$138K	Hold	2,500	–	–	0.06%	257
2024 Q4	$148K	Buy	+2,500	New	+$150K	0.07%	227

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

Medallion Wealth Advisors's FV Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 11% in Q2 2026, selling an estimated $6.89K and leaving 800 shares worth $60.7K. The position accounts for 0.02% of the portfolio, ranked #435.

Medallion Wealth Advisors first reported a position in FV in Q4 2024 and has held it in 7 quarters since. The position peaked at $148K in Q4 2024. 355 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Medallion Wealth Advisors held 800 shares of First Trust Dorsey Wright Focus 5 ETF worth $60.7K as of Q2 2026.
Medallion Wealth Advisors sold 100 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $6.89K.
First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #435 holding.
Medallion Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $148K in Q4 2024.
355 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.