Wealth Enhancement Advisory Services
FV icon

Wealth Enhancement Advisory Services’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$9.82M Buy
161,001
+69,429
+76% +$4.48M 0.02% 586
2025
Q4 		$6.05M Buy
91,572
+1,658
+2% +$103K 0.01% 926
2025
Q3 		$5.59M Sell
89,914
-23,972
-21% -$1.46M 0.01% 896
2025
Q2 		$6.83M Sell
113,886
-32
-0% -$1.78K 0.01% 772
2025
Q1 		$6.25M Sell
113,918
-6,176
-5% -$366K 0.01% 743
2024
Q4 		$7.09M Buy
120,094
+84,414
+237% +$5.06M 0.01% 677
2024
Q3 		$2.08M Buy
35,680
+541
+2% +$30.4K ﹤0.01% 1027
2024
Q2 		$2.01M Buy
35,139
+300
+0.9% +$16.7K ﹤0.01% 979
2024
Q1 		$1.99M Buy
34,839
+2,034
+6% +$110K 0.01% 945
2023
Q4 		$1.69M Sell
32,805
-13,260
-29% -$612K ﹤0.01% 955
2023
Q3 		$2.04M Buy
+46,065
New +$2.14M 0.01% 854

Other funds holding FV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 1-Year Est. Return