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Nations Financial Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Nations Financial Group’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 		$924K Hold
12,171
– – 0.04% 398
2026
Q1 		$736K Sell
12,171
-400
-3% -$25.8K 0.04% 445
2025
Q4 		$791K Sell
12,571
-413
-3% -$25.6K 0.04% 412
2025
Q3 		$804K Sell
12,984
-5
-0% -$305 0.05% 373
2025
Q2 		$770K Buy
12,989
+3,505
+37% +$195K 0.05% 351
2025
Q1 		$520K Sell
9,484
-67
-0.7% -$3.97K 0.04% 417
2024
Q4 		$564K Buy
9,551
+101
+1% +$6.05K 0.04% 407
2024
Q3 		$551K Buy
9,450
+204
+2% +$11.5K 0.04% 412
2024
Q2 		$530K Buy
9,246
+152
+2% +$8.48K 0.04% 389
2024
Q1 		$520K Buy
9,094
+620
+7% +$33.5K 0.04% 408
2023
Q4 		$437K Sell
8,474
-803
-9% -$37.1K 0.04% 420
2023
Q3 		$411K Buy
9,277
+998
+12% +$46.4K 0.04% 413
2023
Q2 		$388K Buy
8,279
+1,917
+30% +$85.5K 0.04% 434
2023
Q1 		$287K Buy
6,362
+1,006
+19% +$46.9K 0.03% 498
2022
Q4 		$249K Buy
+5,356
New +$250K 0.03% 517
2016
Q4 		– Sell
-12,099
Closed -$277K – 152
2016
Q3 		$277K Sell
12,099
-5,208
-30% -$119K 0.27% 114
2016
Q2 		$387K Sell
17,307
-3,092
-15% -$67.6K 0.41% 77
2016
Q1 		$441K Sell
20,399
-1,339
-6% -$27.9K 0.51% 61
2015
Q4 		$511K Buy
+21,738
New +$503K 0.66% 52

Other funds holding FV

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Nations Financial Group's FV Position: Q2 2026 in Review

Nations Financial Group held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2026 at 12,171 shares worth $924K. The position accounts for 0.04% of the portfolio, ranked #398.

Nations Financial Group first reported a position in FV in Q4 2015 and has held it in 19 quarters since. 105 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Nations Financial Group held 12,171 shares of First Trust Dorsey Wright Focus 5 ETF worth $924K as of Q2 2026.
  • Nations Financial Group left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #398 holding.
  • Nations Financial Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2015 and has held it in 19 quarters since.
  • 105 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.