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Southland Equity Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Southland Equity 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
Q3 		– Sell
-2,656
Closed -$202K – 299
2026
Q2 		$202K Buy
+2,656
New +$183K 0.04% 304

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FHC
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Independent Financial Group
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Southland Equity Partners's FV Position: Q3 2026 in Review

Southland Equity Partners sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q3 2026, closing a stake of 2,656 shares — an estimated $202K sold.

Southland Equity Partners first reported a position in FV in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 39 funds tracked by Wall St. Rank hold FV as of Q3 2026.

  • Southland Equity Partners reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q3 2026 after selling out during the quarter.
  • Southland Equity Partners sold 2,656 First Trust Dorsey Wright Focus 5 ETF shares in Q3 2026, an estimated $202K.
  • Southland Equity Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q2 2026 and held it in 1 quarter.
  • Southland Equity Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $202K in Q2 2026.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.