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Pinnacle Financial Partners (Georgia)’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		– Sell
-16,444
Closed -$994K – 1142
2026
Q1 		$994K Sell
16,444
-324
-2% -$20.9K 0.01% 614
2025
Q4 		$1.06M Buy
+16,768
New +$1.04M 0.01% 591

Other funds holding FV

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
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

Pinnacle Financial Partners (Georgia)'s FV Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026, closing a stake of 16,444 shares — an estimated $994K sold.

Pinnacle Financial Partners (Georgia) first reported a position in FV in Q4 2025 and held it in 2 quarters. The position peaked at $1.06M in Q4 2025. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Financial Partners (Georgia) sold 16,444 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $994K.
  • Pinnacle Financial Partners (Georgia) first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2025 and held it in 2 quarters.
  • Pinnacle Financial Partners (Georgia)'s First Trust Dorsey Wright Focus 5 ETF position peaked at $1.06M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.