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BOLTON SECURITIES CORPORATION’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$30.2K Buy
+500
New +$32.3K ﹤0.01% 1353
2025
Q3 		$31K Buy
+500
New +$30.5K ﹤0.01% 1279
2025
Q1 		$27.4K Buy
+500
New +$29.7K ﹤0.01% 1213

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FV Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Dorsey Wright Focus 5 ETF (FV) in Q1 2026: 500 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in FV as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in FV in Q1 2025 and has held it in 3 quarters since. The position peaked at $31K in Q3 2025. 327 funds tracked by Wall St. Rank hold FV as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 500 shares of First Trust Dorsey Wright Focus 5 ETF worth $30.2K as of Q1 2026.
  • First Trust Dorsey Wright Focus 5 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1353 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's First Trust Dorsey Wright Focus 5 ETF position peaked at $31K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.