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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Savvy Advisors Inc's FV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.32% in Q1 2026, selling an estimated $4.45K and leaving 21,652 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #365.

Savvy Advisors Inc first reported a position in FV in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q4 2025. 321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

Savvy Advisors Inc held 21,652 shares of First Trust Dorsey Wright Focus 5 ETF worth $1.31M as of Q1 2026.
Savvy Advisors Inc sold 69 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2026, an estimated $4.45K.
First Trust Dorsey Wright Focus 5 ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #365 holding.
Savvy Advisors Inc first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2025 and has held it in 4 quarters since.
Savvy Advisors Inc's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.37M in Q4 2025.
321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.