QFP
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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
Q2 		$389K Buy
+5,128
New +$354K 0.2% 92

Other funds holding FV

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Quantum Financial Partners's FV Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 5,128 shares worth $389K. The stake represents 0.2% of the portfolio and ranks #92 among its holdings.

76 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Quantum Financial Partners held 5,128 shares of First Trust Dorsey Wright Focus 5 ETF worth $389K as of Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new Quantum Financial Partners position in Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.2% of Quantum Financial Partners's portfolio in Q2 2026, its #92 holding.
  • 76 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.