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Sequoia Financial Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Sequoia Financial Advisors’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 		$218K Buy
+2,874
New +$198K ﹤0.01% 1920
2024
Q1 		– Sell
-4,111
Closed -$212K – 1221
2023
Q4 		$212K Buy
+4,111
New +$190K ﹤0.01% 1088

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
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Sequoia Financial Advisors's FV Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 2,874 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1920 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in FV as recently as Q4 2023.

Sequoia Financial Advisors first reported a position in FV in Q4 2023 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold FV as of Q2 2026.

  • Sequoia Financial Advisors held 2,874 shares of First Trust Dorsey Wright Focus 5 ETF worth $218K as of Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new Sequoia Financial Advisors position in Q2 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1920 holding.
  • Sequoia Financial Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2023 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.