Root Financial Partners
FV icon

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

Root 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 		$5.21K Buy
+71
New +$5.14K ﹤0.01% 2213
2026
Q2 		– Sell
-10
Closed -$604 – 1466
2026
Q1 		$604 Hold
10
– – ﹤0.01% 2802
2025
Q4 		$629 Hold
10
– – ﹤0.01% 2180
2025
Q3 		$619 Buy
+10
New +$609 ﹤0.01% 2125

Other funds holding FV

Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

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

Root Financial Partners opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2026: 71 shares worth $5.21K. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FV as recently as Q1 2026.

Root Financial Partners first reported a position in FV in Q3 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • Root Financial Partners held 71 shares of First Trust Dorsey Wright Focus 5 ETF worth $5.21K as of Q3 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new Root Financial Partners position in Q3 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2213 holding.
  • Root Financial Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2025 and has held it in 4 quarters since.
  • 310 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.