Sound View Wealth Advisors Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Sound View Wealth Advisors Group’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	$240K	Buy	+3,157	New	+$218K	0.01%	402
2025 Q4	–	Sell	-3,699	Closed	-$229K	–	426
2025 Q3	$229K	Hold	3,699	–	–	0.02%	400
2025 Q2	$219K	Hold	3,699	–	–	0.02%	392
2025 Q1	$203K	Sell	3,699 -3,063	-45%	-$182K	0.02%	397
2024 Q4	$399K	Buy	6,762 +3,063	+83%	+$183K	0.03%	289
2024 Q3	$216K	Buy	+3,699	New	+$208K	0.02%	392

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

Sound View Wealth Advisors Group's FV Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q2 2026: 3,157 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Sound View Wealth Advisors Group previously reported a position in FV as recently as Q3 2025.

Sound View Wealth Advisors Group first reported a position in FV in Q3 2024 and has held it in 6 quarters since. The position peaked at $399K in Q4 2024. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Sound View Wealth Advisors Group held 3,157 shares of First Trust Dorsey Wright Focus 5 ETF worth $240K as of Q2 2026.
First Trust Dorsey Wright Focus 5 ETF was a new Sound View Wealth Advisors Group position in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #402 holding.
Sound View Wealth Advisors Group first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2024 and has held it in 6 quarters since.
Sound View Wealth Advisors Group's First Trust Dorsey Wright Focus 5 ETF position peaked at $399K in Q4 2024.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.