Signature Wealth Management Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Signature Wealth Management 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 Q2	$212K	Buy	+2,791	New	+$192K	0.1%	116
2025 Q4	–	Sell	-3,329	Closed	-$206K	–	123
2025 Q3	$206K	Buy	+3,329	New	+$203K	0.11%	108
2025 Q2	–	Sell	-3,740	Closed	-$205K	–	112
2025 Q1	$205K	Hold	3,740	–	–	0.13%	99
2024 Q4	$221K	Sell	3,740 -122	-3%	-$7.31K	0.15%	95
2024 Q3	$225K	Sell	3,862 -162	-4%	-$9.11K	0.16%	93
2024 Q2	$230K	Sell	4,024 -273	-6%	-$15.2K	0.18%	92
2024 Q1	$246K	Sell	4,297 -744	-15%	-$40.1K	0.2%	85
2023 Q4	$260K	Sell	5,041 -2,270	-31%	-$105K	0.23%	85
2023 Q3	$324K	Sell	7,311 -1,485	-17%	-$69.1K	0.32%	67
2023 Q2	$413K	Sell	8,796 -636	-7%	-$28.4K	0.38%	58
2023 Q1	$425K	Sell	9,432 -487	-5%	-$22.7K	0.39%	60
2022 Q4	$462K	Buy	9,919 +2,679	+37%	+$125K	0.45%	56
2022 Q3	$297K	Buy	7,240 +1	+0%	+$44	0.33%	71
2022 Q2	$300K	Sell	7,239 -2,250	-24%	-$104K	0.31%	76
2022 Q1	$452K	Sell	9,489 -1,549	-14%	-$73.6K	0.39%	64
2021 Q4	$543K	Buy	11,038 +2,132	+24%	+$104K	0.46%	54
2021 Q3	$408K	Buy	8,906 +449	+5%	+$21.2K	0.37%	65
2021 Q2	$401K	Buy	8,457 +1,189	+16%	+$54.9K	0.36%	63
2021 Q1	$324K	Sell	7,268 -452	-6%	-$19.5K	0.31%	74
2020 Q4	$312K	Buy	+7,720	New	+$289K	0.31%	69

Other funds holding FV

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Signature Wealth Management Partners's FV Position: Q2 2026 in Review

Signature Wealth Management Partners opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 2,791 shares worth $212K. The stake represents 0.1% of the portfolio and ranks #116 among its holdings. This is a return to the name: Signature Wealth Management Partners previously reported a position in FV as recently as Q3 2025.

Signature Wealth Management Partners first reported a position in FV in Q4 2020 and has held it in 20 quarters since. The position peaked at $543K in Q4 2021. 153 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Signature Wealth Management Partners held 2,791 shares of First Trust Dorsey Wright Focus 5 ETF worth $212K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Signature Wealth Management Partners position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.1% of Signature Wealth Management Partners's portfolio in Q2 2026, its #116 holding.
Signature Wealth Management Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2020 and has held it in 20 quarters since.
Signature Wealth Management Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $543K in Q4 2021.
153 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.