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Principal Securities’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Principal Securities’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 		$213K Buy
3,531
+57
+2% +$3.68K ﹤0.01% 1363
2025
Q4 		$219K Buy
3,474
+62
+2% +$3.84K ﹤0.01% 1287
2025
Q3 		$211K Sell
3,412
-31,973
-90% -$1.95M ﹤0.01% 1263
2025
Q2 		$2.1M Buy
35,385
+3,729
+12% +$208K 0.04% 398
2025
Q1 		$1.87M Hold
31,656
– – 0.04% 383
2024
Q4 		$1.87M Sell
31,656
-76
-0.2% -$4.55K 0.04% 381
2024
Q3 		$1.85M Buy
31,732
+29,092
+1,102% +$1.64M 0.04% 372
2024
Q2 		$151K Buy
2,640
+722
+38% +$40.3K ﹤0.01% 1164
2024
Q1 		$110K Hold
1,918
– – ﹤0.01% 1244
2023
Q4 		$98.9K Buy
+1,918
New +$88.6K ﹤0.01% 1197

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