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

Spire Wealth Management’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	$643K	Sell	8,476 -229	-3%	-$15.8K	0.02%	498
2026 Q1	$526K	Buy	8,705 +233	+3%	+$15K	0.02%	528
2025 Q4	$533K	Buy	8,472 +18	+0.2%	+$1.11K	0.02%	529
2025 Q3	$523K	Buy	8,454 +37	+0.4%	+$2.25K	0.02%	515
2025 Q2	$499K	Sell	8,417 -2,671	-24%	-$149K	0.02%	505
2025 Q1	$608K	Sell	11,088 -1,083	-9%	-$64.2K	0.02%	517
2024 Q4	$719K	Sell	12,171 -830	-6%	-$49.7K	0.02%	472
2024 Q3	$758K	Sell	13,001 -1,046	-7%	-$58.8K	0.03%	435
2024 Q2	$804K	Sell	14,047 -1	-0%	-$56	0.03%	390
2024 Q1	$804K	Buy	14,048 +1	+0%	+$54	0.01%	422
2023 Q4	$736K	Buy	14,047 +97	+0.7%	+$4.48K	0.02%	430
2023 Q3	$618K	Buy	13,950 +641	+5%	+$29.8K	0.02%	434
2023 Q2	$624K	Sell	13,309 -6,631	-33%	-$296K	0.02%	444
2023 Q1	$899K	Buy	19,940 +2,473	+14%	+$115K	0.04%	363
2022 Q4	$813K	Buy	17,467 +3,919	+29%	+$183K	0.05%	267
2022 Q3	$556K	Sell	13,548 -19,357	-59%	-$855K	0.03%	307
2022 Q2	$1.36M	Sell	32,905 -50,004	-60%	-$2.32M	0.06%	271
2022 Q1	$3.95M	Sell	82,909 -3,975	-5%	-$189K	0.11%	180
2021 Q4	$4.27M	Sell	86,884 -2,996	-3%	-$146K	0.09%	193
2021 Q3	$4.12M	Sell	89,880 -19,729	-18%	-$932K	0.11%	179
2021 Q2	$5.19M	Sell	109,609 -2,247	-2%	-$104K	0.14%	161
2021 Q1	$4.99M	Buy	+111,856	New	+$4.83M	0.13%	161

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Spire Wealth Management's FV Position: Q2 2026 in Review

Spire Wealth Management reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 2.6% in Q2 2026, selling an estimated $15.8K and leaving 8,476 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #498.

Spire Wealth Management first reported a position in FV in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.19M in Q2 2021. 51 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Spire Wealth Management held 8,476 shares of First Trust Dorsey Wright Focus 5 ETF worth $643K as of Q2 2026.
Spire Wealth Management sold 229 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $15.8K.
First Trust Dorsey Wright Focus 5 ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #498 holding.
Spire Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's First Trust Dorsey Wright Focus 5 ETF position peaked at $5.19M in Q2 2021.
51 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.