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FVCFirst Trust Dorsey Wright Dynamic Focus 5 ETF

Grow my money10y track recordRanked #2,148 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield of the Dorsey Wright Dynamic Focus Five Index.

By First Trust · Launched 2016

Annual Cost

0.87%

#4,788 of 6,040 · expensive

Fund Size

$110M

#3,001 of 6,040 · mid-size

Return (1Y)

+18.1%

Track Record

10 years

#1,393 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,788+17.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Index tracking

Factor

Momentum

Index tracked

Dorsey Wright Dynamic Focus Five Index

Holdings

By weight

Concentration

Top 6 holdings = 100.0% of funddiversified through underlying funds

First Trust Exchange-Traded Fund
21.0%
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND
20.1%
First Trust Exchange-Traded Fund VI
20.0%
First Trust Exchange-Traded Fund
19.6%
First Trust Exchange-Traded Fund VI
19.3%
Dreyfus Government Cash Management Funds
0.1%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Healthcare
41.2%
Technology
35.1%
Industrials
13.9%
Consumer Cyclical
7.3%
Communication
2.0%
Financial Services
0.4%
Energy
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.2%Moderate

Year-on-year price swings

Max drawdown
-30.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.46Below average
Sortino (3Y)
0.65Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield of the Dorsey Wright Dynamic Focus Five Index.
Strategy
Invests primarily in exchange-traded funds (ETFs) that comprise the Dorsey Wright Dynamic Focus Five Index using an indexing investment approach. The Fund may invest in non-U.S. securities and aims to replicate the Index's performance before fees and expenses.
Inception date
March 17, 2016
Fund family
First Trust

Next steps

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Data updated on 2026-09-18