Quantum Financial Partners
FV icon

Quantum Financial Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Quantum Financial Partners’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 		$507K Buy
6,907
+1,779
+35% +$129K 0.26% 80
2026
Q2 		$389K Buy
+5,128
New +$354K 0.2% 92

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Quantum Financial Partners's FV Position: Q3 2026 in Review

Quantum Financial Partners increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 35% in Q3 2026, buying an estimated $129K and bringing the position to 6,907 shares worth $507K. The position accounts for 0.26% of the portfolio, ranked #80.

Quantum Financial Partners first reported a position in FV in Q2 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • Quantum Financial Partners held 6,907 shares of First Trust Dorsey Wright Focus 5 ETF worth $507K as of Q3 2026.
  • Quantum Financial Partners bought 1,779 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $129K.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.26% of Quantum Financial Partners's portfolio in Q3 2026, its #80 holding.
  • Quantum Financial Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.