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

WealthShield 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
Q1 		$94.1K Buy
1,557
+2
+0.1% +$129 0.01% 410
2025
Q4 		$97.9K Sell
1,555
-27
-2% -$1.67K 0.01% 395
2025
Q3 		$97.9K Sell
1,582
-572
-27% -$34.9K 0.01% 395
2025
Q2 		$128K Sell
2,154
-10
-0.5% -$557 0.02% 356
2025
Q1 		$119K Buy
2,164
+2
+0.1% +$119 0.02% 356
2024
Q4 		$128K Buy
2,162
+1
+0% +$60 0.02% 317
2024
Q3 		$126K Hold
2,161
– – 0.02% 328
2024
Q2 		$124K Buy
2,161
+1
+0% +$56 0.02% 307
2024
Q1 		$124K Buy
2,160
+2
+0.1% +$108 0.02% 302
2023
Q4 		$111K Hold
2,158
– – 0.02% 316
2023
Q3 		$95.6K Hold
2,158
– – 0.01% 340
2023
Q2 		$101K Buy
2,158
+1
+0% +$45 0.02% 342
2023
Q1 		$97.2K Buy
+2,157
New +$101K 0.02% 341
2021
Q3 		– Sell
-3,224
Closed -$153K – 422
2021
Q2 		$153K Sell
3,224
-17
-0.5% -$786 0.02% 295
2021
Q1 		$145K Buy
+3,241
New +$140K 0.03% 295
2020
Q4 		– Sell
-3,527
Closed -$120K – 320
2020
Q3 		$120K Sell
3,527
-9
-0.3% -$307 0.04% 269
2020
Q2 		$114K Sell
3,536
-2,145
-38% -$64.9K 0.05% 220
2020
Q1 		$146K Sell
5,681
-3,522
-38% -$106K 0.09% 163
2019
Q4 		$290K Sell
9,203
-1,503
-14% -$45.6K 0.14% 141
2019
Q3 		$317K Buy
10,706
+581
+6% +$17.5K 0.17% 128
2019
Q2 		$308K Sell
10,125
-6,306
-38% -$189K 0.18% 114
2019
Q1 		$494K Sell
16,431
-2,440
-13% -$69.9K 0.28% 74
2018
Q4 		$476K Buy
18,871
+7,845
+71% +$213K 0.32% 62
2018
Q3 		$341K Buy
11,026
+3,408
+45% +$105K 0.19% 82
2018
Q2 		$224K Buy
7,618
+1,170
+18% +$34.6K 0.14% 111
2018
Q1 		$185K Sell
6,448
-47,616
-88% -$1.39M 0.12% 122
2017
Q4 		$1.5M Buy
+54,064
New +$1.46M 0.92% 25

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $666B 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 $570B 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 $6.89B AUM 37.41% 1-Year Est. Return

WealthShield Partners's FV Position: Q1 2026 in Review

WealthShield Partners increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.13% in Q1 2026, buying an estimated $129 and bringing the position to 1,557 shares worth $94.1K. The position accounts for 0.01% of the portfolio, ranked #410.

WealthShield Partners first reported a position in FV in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.5M in Q4 2017. 321 funds tracked by Wall St. Rank hold FV as of Q1 2026.

  • WealthShield Partners held 1,557 shares of First Trust Dorsey Wright Focus 5 ETF worth $94.1K as of Q1 2026.
  • WealthShield Partners bought 2 First Trust Dorsey Wright Focus 5 ETF shares in Q1 2026, an estimated $129.
  • First Trust Dorsey Wright Focus 5 ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #410 holding.
  • WealthShield Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2017 and has held it in 27 quarters since.
  • WealthShield Partners's First Trust Dorsey Wright Focus 5 ETF position peaked at $1.5M in Q4 2017.
  • 321 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.