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

Natixis 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
2025
Q2 		– Sell
-13,048
Closed -$716K – 1637
2025
Q1 		$716K Sell
13,048
-4,870
-27% -$289K ﹤0.01% 1375
2024
Q4 		$1.06M Sell
17,918
-4,845
-21% -$290K ﹤0.01% 1294
2024
Q3 		$1.33M Buy
22,763
+1,723
+8% +$96.8K ﹤0.01% 1218
2024
Q2 		$1.21M Buy
21,040
+888
+4% +$49.5K ﹤0.01% 1190
2024
Q1 		$1.15M Sell
20,152
-411
-2% -$22.2K ﹤0.01% 1177
2023
Q4 		$1.06M Buy
20,563
+6,918
+51% +$320K ﹤0.01% 1191
2023
Q3 		$604K Buy
13,645
+1,627
+14% +$75.7K ﹤0.01% 1316
2023
Q2 		$564K Buy
+12,018
New +$536K ﹤0.01% 1306

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Natixis Advisors's FV Position: Q2 2025 in Review

Natixis Advisors sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2025, closing a stake of 13,048 shares — an estimated $716K sold.

Natixis Advisors first reported a position in FV in Q2 2023 and held it in 8 quarters. The position peaked at $1.33M in Q3 2024. 313 funds tracked by Wall St. Rank hold FV as of Q2 2025.

  • Natixis Advisors reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2025 after selling out during the quarter.
  • Natixis Advisors sold 13,048 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2025, an estimated $716K.
  • Natixis Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2023 and held it in 8 quarters.
  • Natixis Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.33M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2025.

Based on Natixis Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.