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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Root Financial Partners's FV Position: Q1 2026 in Review

Root Financial Partners held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q1 2026 at 10 shares worth $604. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Root Financial Partners first reported a position in FV in Q3 2025 and has held it in 3 quarters since. The position peaked at $629 in Q4 2025. 321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

  • Root Financial Partners held 10 shares of First Trust Dorsey Wright Focus 5 ETF worth $604 as of Q1 2026.
  • Root Financial Partners left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q1 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2802 holding.
  • Root Financial Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $629 in Q4 2025.
  • 321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.