Prosperity Capital Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Prosperity Capital Advisors’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	$1.24M	Buy	16,284 +229	+1%	+$15.8K	0.06%	172
2026 Q1	$970K	Sell	16,055 -297	-2%	-$19.2K	0.06%	194
2025 Q4	$1.03M	Sell	16,352 -2,602	-14%	-$161K	0.06%	167
2025 Q3	$1.17M	Sell	18,954 -53,688	-74%	-$3.27M	0.07%	176
2025 Q2	$4.3M	Buy	+72,642	New	+$4.04M	0.28%	73

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

Prosperity Capital Advisors's FV Position: Q2 2026 in Review

Prosperity Capital Advisors increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 1.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 16,284 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #172.

Prosperity Capital Advisors first reported a position in FV in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.3M in Q2 2025. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Prosperity Capital Advisors held 16,284 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.24M as of Q2 2026.
Prosperity Capital Advisors bought 229 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $15.8K.
First Trust Dorsey Wright Focus 5 ETF made up 0.06% of Prosperity Capital Advisors's portfolio in Q2 2026, its #172 holding.
Prosperity Capital Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 5 quarters since.
Prosperity Capital Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $4.3M in Q2 2025.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.