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Moneta Group Investment Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Moneta Group Investment 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 		$250K Buy
+3,292
New +$227K ﹤0.01% 749
2026
Q1 		– Sell
-3,292
Closed -$207K – 825
2025
Q4 		$207K Buy
+3,292
New +$204K ﹤0.01% 772

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Moneta Group Investment Advisors's FV Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 3,292 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in FV as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in FV in Q4 2025 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Moneta Group Investment Advisors held 3,292 shares of First Trust Dorsey Wright Focus 5 ETF worth $250K as of Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new Moneta Group Investment Advisors position in Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #749 holding.
  • Moneta Group Investment Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2025 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.