Tudor Financial’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Tudor Financial’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	$740K	Sell	9,755 -507	-5%	-$35K	0.33%	81
2026 Q1	$620K	Buy	10,262 +196	+2%	+$12.6K	0.32%	83
2025 Q4	$633K	Sell	10,066 -500	-5%	-$31K	0.32%	81
2025 Q3	$654K	Buy	10,566 +267	+3%	+$16.3K	0.35%	78
2025 Q2	$610K	Sell	10,299 -980	-9%	-$54.6K	0.35%	80
2025 Q1	$619K	Sell	11,279 -124	-1%	-$7.35K	0.37%	78
2024 Q4	$673K	Buy	11,403 +1,757	+18%	+$105K	0.39%	75
2024 Q3	$562K	Buy	+9,646	New	+$542K	0.35%	80

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

Tudor Financial's FV Position: Q2 2026 in Review

Tudor Financial reduced its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 4.9% in Q2 2026, selling an estimated $35K and leaving 9,755 shares worth $740K. The position accounts for 0.33% of the portfolio, ranked #81.

Tudor Financial first reported a position in FV in Q3 2024 and has held it in 8 quarters since. 355 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Tudor Financial held 9,755 shares of First Trust Dorsey Wright Focus 5 ETF worth $740K as of Q2 2026.
Tudor Financial sold 507 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $35K.
First Trust Dorsey Wright Focus 5 ETF made up 0.33% of Tudor Financial's portfolio in Q2 2026, its #81 holding.
Tudor Financial first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2024 and has held it in 8 quarters since.
355 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.