FV
+3.66 · +5.94%
$65.15 · NASDAQ

First Trust Dorsey Wright Focus 5 ETF (FV) ETF Analysis | Mid-Cap Blend

First Trust · United States
AUM:$3.6B
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.90% — above average for this category.

What is FV?

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the exchange-traded funds (ETFs) that comprise the index. The index is designed to provide targeted exposure to the five First Trust sector-based ETFs that the index provider believes offer the greatest potential to outperform the other ETFs in the selection universe and that satisfy certain trading volume and liquidity requirements.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
FV returned 7.1% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.90% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 99.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$3.6B
Expense Ratio0.90%
Dividend Yield0.59%
Holdings5
Inception DateMar 2014
DomicileUnited States
DistributionNA
Index–
ProviderFirst Trust
Beta1.26
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

How would FV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.2%
1Y
+19.1%
3Y
+58.2%
5Y
+55.7%
OpenBook InsightIf you had invested £10,000 in FV 5 years ago, it would have grown to £15,573 — a gain of £5,573.

Annual Returns

Calendar year performance

FV delivered positive returns in 4 of the last 5 calendar years.
YearFV
2026 YTD+14.5%
2025+7.3%
2024+16.3%
2023+15.3%
2022-4.6%
CAGR 4yr+8.2%
4/5 positive yearsAvg return: +9.8%Worst year: -4.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
18.4%
Low
Momentum
+5.4%
30-day change
Support Level
70.03
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.