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

Muirfield 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	$3.92M	Buy	51,617 +533	+1%	+$36.7K	2.56%	12
2026 Q1	$3.09M	Sell	51,084 -528	-1%	-$34.1K	2.27%	13
2025 Q4	$3.25M	Buy	51,612 +62	+0.1%	+$3.84K	2.38%	13
2025 Q3	$3.19M	Sell	51,550 -48	-0.1%	-$2.92K	2.37%	14
2025 Q2	$3.06M	Buy	51,598 +2,254	+5%	+$125K	2.43%	13
2025 Q1	$2.71M	Sell	49,344 -1,691	-3%	-$100K	2.3%	14
2024 Q4	$3.01M	Sell	51,035 -1,710	-3%	-$102K	2.48%	13
2024 Q3	$3.07M	Buy	52,745 +708	+1%	+$39.8K	2.61%	11
2024 Q2	$2.98M	Buy	52,037 +2,460	+5%	+$137K	2.8%	11
2024 Q1	$2.84M	Buy	49,577 +105	+0.2%	+$5.67K	2.73%	10
2023 Q4	$2.55M	Buy	+49,472	New	+$2.28M	2.7%	11

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

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

Muirfield Wealth Advisors increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 1% in Q2 2026, buying an estimated $36.7K and bringing the position to 51,617 shares worth $3.92M. The position accounts for 2.56% of the portfolio, ranked #12.

Muirfield Wealth Advisors first reported a position in FV in Q4 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Muirfield Wealth Advisors held 51,617 shares of First Trust Dorsey Wright Focus 5 ETF worth $3.92M as of Q2 2026.
Muirfield Wealth Advisors bought 533 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $36.7K.
First Trust Dorsey Wright Focus 5 ETF made up 2.56% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Muirfield Wealth Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2023 and has held it in 11 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.