First Trust Dorsey Wright Focus 5 ETF (FV)

Geneos Wealth Management Inc. raised its holdings in shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ: FV) by 171.5% in the undefined quarter, according to its most recent 13F filing with the SEC. The fund owned 247,068 shares of the company's stock after acquiring an additional 156,052 shares during the period.

Almost a year ago to the day, I wrote about the best fund-of-funds ETFs to buy for 2023. It's time to follow up the effort with three more for 2024.

First Trust Dorsey Wright Focus 5 ETF is a fund-of-funds managed by First Trust that invests only in other First Trust ETFs. Here, I review the FV ETF and perform several comparisons to other ETFs commonly held by investors. Based on comparing the FV ETF against two index-based ETFs and then one momentum-investing ETF, I see little, if any, value in holding this ETF, thus my Sell rating.

Even with $2.4 trillion in ETF assets spread across more than 400 ETFs, there's a pending offering from BlackRock that caught my eye. Before I lose you, dear reader, I'm not talking about the hopefully soon-to-be-approved iShares Bitcoin Trust.

Good Morning, VettaFi Voices! Growth has blown value out of the water in 2023. It's not even close. The Vanguard Value ETF (VTV) is up less than 1% year to date. Meanwhile, the Vanguard Growth ETF (VUG), the growth fund, is up 32%. That's a big difference, and clearly we're in a growth regime.

This week, the VettaFi Voices gather around the water cooler and talk smart beta and equal weight ETFs.

Advisors have historically been hesitant to use an ETF that holds other ETFs inside, with broad asset allocation strategies struggling to gain traction. However, the First Trust Dorsey Wright Focus 5 ETF (FV) is a rare exception.

Passively-managed FV invests in the First Trust sector & industry ETFs that are on a tear, betting on price momentum to persist. The cornerstone of its strategy is Dorsey, Wright & Associates' proprietary relative strength score.

Despite a positive start early on, stock and bond markets ended August deep in the red. The search for best ETFs is on.

Sector rotation, the act of moving in and out of various based on economic climate or market setting, is undeniably made easier with sector exchange traded funds. “For investors looking to take a more active approach to stock diversification—that is, beyond a broad-based index fund—a so-called sector rotation strategy is one way to go,” according [.

EPR Properties and American Finance Trust are down over 40% year to date. While Agree Realty Corp.

This is a weekly series focused on analyzing the previous week’s economic data releases. The objective is to concentrate on leading indicators of economic activ

Cwm LLC raised its position in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV) by 3.0% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 147,587 shares of the company’s stock after acquiring an additional 4,309 shares during the period. Cwm LLC owned approximately 0.24% of First Trust […]

AlphaMark Advisors LLC trimmed its holdings in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV) by 33.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,500 shares of the company’s stock after selling 770 shares during the period. AlphaMark Advisors LLC’s holdings in […]

Clear Creek Financial Management LLC cut its position in shares of First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV) by 12.4% in the 1st quarter, HoldingsChannel.com reports. The fund owned 81,289 shares of the company’s stock after selling 11,488 shares during the period. First Trust Dorsey Wright Focus 5 ETF comprises about 0.9% of Clear […]