Savvy Advisors Inc’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Savvy Advisors Inc’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	$1.57M	Sell	20,627 -1,025	-5%	-$70.7K	0.03%	387
2026 Q1	$1.31M	Sell	21,652 -69	-0.3%	-$4.45K	0.03%	365
2025 Q4	$1.37M	Buy	21,721 +14,494	+201%	+$898K	0.04%	305
2025 Q3	$447K	Buy	7,227 +530	+8%	+$32.3K	0.02%	460
2025 Q2	$397K	Buy	+6,697	New	+$373K	0.03%	416

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Savvy Advisors Inc's FV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 4.7% in Q2 2026, selling an estimated $70.7K and leaving 20,627 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #387.

Savvy Advisors Inc first reported a position in FV in Q2 2025 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Savvy Advisors Inc held 20,627 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.57M as of Q2 2026.
Savvy Advisors Inc sold 1,025 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $70.7K.
First Trust Dorsey Wright Focus 5 ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #387 holding.
Savvy Advisors Inc first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 5 quarters since.
355 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.