Prosperity Capital Advisors
FV icon

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
Q3 		$1.11M Sell
15,178
-1,106
-7% -$80K 0.05% 178
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

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SkyOak Wealth
SkyOak Wealth Southfield, Michigan $616M AUM 16.53% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Capital Advisors's FV Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 6.8% in Q3 2026, selling an estimated $80K and leaving 15,178 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #178.

Prosperity Capital Advisors first reported a position in FV in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.3M in Q2 2025. 110 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • Prosperity Capital Advisors held 15,178 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.11M as of Q3 2026.
  • Prosperity Capital Advisors sold 1,106 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $80K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.05% of Prosperity Capital Advisors's portfolio in Q3 2026, its #178 holding.
  • Prosperity Capital Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 6 quarters since.
  • Prosperity Capital Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $4.3M in Q2 2025.
  • 110 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.