Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
First Trust Dorsey Wright Focus 5 ETF(FV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FV
10/28/2026: FV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
First Trust Dorsey Wright Focus 5 ETF (FV) provides exposure to a concentrated portfolio of five high-momentum First Trust sector ETFs, selected through a systematic, relative-strength-based approach. Its main strengths include a disciplined, emotion-free methodology managed by an experienced team, though it comes with a higher expense ratio and portfolio concentration compared to broad-market indices. The fund is designed to serve as a tactical tool for capturing market leadership, carrying risks related to sector concentration, momentum signal reversals, and market volatility. It is most suitable for trend-aware, growth-oriented investors who wish to dynamically rotate capital toward the strongest-performing market segments rather than tracking a passive index.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | The momentum-driven nature of the fund aligns well with growth-oriented investment goals during market uptrends. |
| Momentum investor | Strong fit while signal remains positive | This fund is specifically engineered for investors who believe in following market trends via relative strength signals. |
| Value investor | Weak fit | The fund's reliance on momentum often causes it to favor sectors that may appear overvalued by traditional value metrics. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital appreciation through momentum rather than consistent income generation. |
| Low-risk investor | Weak fit | The concentrated nature and tactical shifts can lead to sharp drawdowns, making it unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor for FV is an active, trend-following participant who is comfortable with higher volatility and the specific risks associated with concentrated, momentum-based strategies.
Suitability
FV is best suited for investors looking to supplement a core passive portfolio with a tactical, momentum-driven satellite position.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The concentrated and active nature of the strategy can result in significant price swings. |
| Market risk | Medium / high | As an equity-heavy fund, it is fully exposed to general market downturns. |
| Concentration | High | Holding only five ETFs increases the impact of underperformance in any single sector. |
| Tracking/expense | Medium | The higher expense ratio reflects the active management component and must be overcome by returns. |
| Liquidity | Medium | Though liquid, concentrated funds can experience wider spreads during market stress. |
| Business/sector quality | Medium | The fund rotates into sectors with high momentum, which may not always be the highest quality businesses fundamentally. |
Risk Analysis
Volatility
FV exhibits higher historical volatility than broad equity benchmarks due to its concentrated holdings and tactical rotation strategy.
Market Risk
The fund carries systematic market risk, as it remains primarily invested in the equity market and will decline if the broader market experiences a bear phase.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Sector/Factor ETFs | First Trust Sector/Style ETFs (High Relative Strength) | 98 | The portfolio holds five selected First Trust ETFs that currently exhibit the strongest technical momentum signals. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained for liquidity and to facilitate periodic rebalancing of the holdings. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 38.55% | Avg. Invested days 63 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.