Next Level Wealth Planning’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Next Level Wealth Planning’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 Q3	$84.8K	Buy	+1,155	New	+$83.6K	0.03%	127

Other funds holding FV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return

Next Level Wealth Planning's FV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2026: 1,155 shares worth $84.8K. The stake represents 0.03% of the portfolio and ranks #127 among its holdings.

194 funds tracked by Wall St. Rank hold FV as of Q3 2026.

Next Level Wealth Planning held 1,155 shares of First Trust Dorsey Wright Focus 5 ETF worth $84.8K as of Q3 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Next Level Wealth Planning position in Q3 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #127 holding.
194 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.