Signature Estate & Investment Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Signature Estate & Investment 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	$337K	Sell	4,447 -9,148	-67%	-$631K	0.01%	522
2026 Q1	$822K	Buy	13,595 +7	+0.1%	+$452	0.02%	304
2025 Q4	$855K	Buy	13,588 +980	+8%	+$60.7K	0.02%	282
2025 Q3	$781K	Sell	12,608 -2,758	-18%	-$168K	0.02%	288
2025 Q2	$911K	Buy	15,366 +2,052	+15%	+$114K	0.02%	248
2025 Q1	$730K	Sell	13,314 -4,577	-26%	-$271K	0.02%	269
2024 Q4	$1.06M	Buy	17,891 +31	+0.2%	+$1.86K	0.03%	204
2024 Q3	$1.04M	Buy	17,860 +5	+0%	+$281	0.02%	199
2024 Q2	$1.02M	Buy	+17,855	New	+$996K	0.03%	198

Other funds holding FV

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Signature Estate & Investment Advisors's FV Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 67% in Q2 2026, selling an estimated $631K and leaving 4,447 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #522.

Signature Estate & Investment Advisors first reported a position in FV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q4 2024. 230 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Signature Estate & Investment Advisors held 4,447 shares of First Trust Dorsey Wright Focus 5 ETF worth $337K as of Q2 2026.
Signature Estate & Investment Advisors sold 9,148 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $631K.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #522 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.06M in Q4 2024.
230 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.