POM Investment Strategies’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

POM Investment Strategies’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	$1.14K	Hold	15	–	–	﹤0.01%	329
2026 Q1	$907	Hold	15	–	–	﹤0.01%	419
2025 Q4	$944	Hold	15	–	–	﹤0.01%	315
2025 Q3	$929	Sell	15 -1	-6%	-$61	﹤0.01%	184
2025 Q2	$937	Hold	16	–	–	﹤0.01%	125
2025 Q1	$867	Sell	16 -91,280	-100%	-$5.41M	﹤0.01%	185
2024 Q4	$5.39M	Buy	91,296 +1,493	+2%	+$89.4K	4.06%	10
2024 Q3	$5.23M	Buy	89,803 +581	+0.7%	+$32.7K	4.09%	10
2024 Q2	$5.11M	Sell	89,222 -6,343	-7%	-$354K	4.09%	10
2024 Q1	$5.47M	Buy	95,565 +2,942	+3%	+$159K	4.48%	10
2023 Q4	$4.77M	Buy	+92,623	New	+$4.28M	4.38%	10

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

POM Investment Strategies's FV Position: Q2 2026 in Review

POM Investment Strategies held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2026 at 15 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

POM Investment Strategies first reported a position in FV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.47M in Q1 2024. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

POM Investment Strategies held 15 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.14K as of Q2 2026.
POM Investment Strategies left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2026, its #329 holding.
POM Investment Strategies first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2023 and has held it in 11 quarters since.
POM Investment Strategies's First Trust Dorsey Wright Focus 5 ETF position peaked at $5.47M in Q1 2024.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.