OWM
FV icon

Orgel Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Orgel Wealth Management’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 		$216K Buy
+2,851
New +$197K ﹤0.01% 110

Other funds holding FV

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Orgel Wealth Management's FV Position: Q2 2026 in Review

Orgel Wealth Management opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 2,851 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #110 among its holdings.

51 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Orgel Wealth Management held 2,851 shares of First Trust Dorsey Wright Focus 5 ETF worth $216K as of Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new Orgel Wealth Management position in Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #110 holding.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.