PIS
FV icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return