Peak Planning Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Peak Planning 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	$237K	Sell	3,127 -350	-10%	-$24.1K	0.05%	117
2026 Q1	$210K	Buy	3,477 +2	+0.1%	+$129	0.06%	116
2025 Q4	$219K	Sell	3,475 -1,838	-35%	-$114K	0.06%	113
2025 Q3	$329K	Buy	5,313 +3	+0.1%	+$183	0.17%	67
2025 Q2	$315K	Sell	5,310 -929	-15%	-$51.7K	0.2%	63
2025 Q1	$342K	Buy	6,239 +2	+0%	+$119	0.14%	84
2024 Q4	$368K	Buy	6,237 +2	+0%	+$120	0.15%	78
2024 Q3	$363K	Hold	6,235	–	–	0.16%	82
2024 Q2	$357K	Buy	+6,235	New	+$348K	0.18%	78

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Peak Planning Group's FV Position: Q2 2026 in Review

Peak Planning Group reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 10% in Q2 2026, selling an estimated $24.1K and leaving 3,127 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #117.

Peak Planning Group first reported a position in FV in Q2 2024 and has held it in 9 quarters since. The position peaked at $368K in Q4 2024. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Peak Planning Group held 3,127 shares of First Trust Dorsey Wright Focus 5 ETF worth $237K as of Q2 2026.
Peak Planning Group sold 350 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $24.1K.
First Trust Dorsey Wright Focus 5 ETF made up 0.05% of Peak Planning Group's portfolio in Q2 2026, its #117 holding.
Peak Planning Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $368K in Q4 2024.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.