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 Q3	$209K	Hold	2,851	–	–	﹤0.01%	110
2026 Q2	$216K	Buy	+2,851	New	+$197K	﹤0.01%	110

Other funds holding FV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Orgel Wealth Management's FV Position: Q3 2026 in Review

Orgel Wealth Management held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q3 2026 at 2,851 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

Orgel Wealth Management first reported a position in FV in Q2 2026 and has held it in 2 quarters since. The position peaked at $216K in Q2 2026. 66 funds tracked by Wall St. Rank hold FV as of Q3 2026.

Orgel Wealth Management held 2,851 shares of First Trust Dorsey Wright Focus 5 ETF worth $209K as of Q3 2026.
Orgel Wealth Management left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q3 2026.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #110 holding.
Orgel Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2026 and has held it in 2 quarters since.
Orgel Wealth Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $216K in Q2 2026.
66 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.