Accel Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
34,357
-2,534
| -7% | -$150K | 0.68% | 39 |
|
|
2025
Q1 | $2.02M | Buy |
36,891
+237
| +0.6% | +$13K | 0.73% | 34 |
|
|
2024
Q4 | $2.16M | Buy |
36,654
+112
| +0.3% | +$6.62K | 0.82% | 28 |
|
|
2024
Q3 | $2.13M | Sell |
36,542
-1,111
| -3% | -$64.7K | 0.79% | 34 |
|
|
2024
Q2 | $2.16M | Sell |
37,653
-757
| -2% | -$43.4K | 0.86% | 31 |
|
|
2024
Q1 | $2.2M | Buy |
38,410
+1,103
| +3% | +$63.1K | 0.93% | 29 |
|
|
2023
Q4 | $1.92M | Buy |
37,307
+549
| +1% | +$28.3K | 0.97% | 28 |
|
|
2023
Q3 | $1.63M | Buy |
36,758
+819
| +2% | +$36.3K | 0.91% | 31 |
|
|
2023
Q2 | $1.69M | Buy |
35,939
+3,322
| +10% | +$156K | 0.93% | 30 |
|
|
2023
Q1 | $1.47M | Sell |
32,617
-1,268
| -4% | -$57.2K | 0.6% | 46 |
|
|
2022
Q4 | $1.58M | Buy |
33,885
+40
| +0.1% | +$1.86K | 0.75% | 34 |
|
|
2022
Q3 | $1.5M | Sell |
33,845
-778
| -2% | -$34.5K | 0.8% | 30 |
|
|
2022
Q2 | $1.42M | Buy |
34,623
+304
| +0.9% | +$12.5K | 0.81% | 33 |
|
|
2022
Q1 | $1.65M | Buy |
34,319
+325
| +1% | +$15.6K | 0.85% | 31 |
|
|
2021
Q4 | $1.67M | Sell |
33,994
-148
| -0.4% | -$7.28K | 0.82% | 37 |
|
|
2021
Q3 | $1.56M | Sell |
34,142
-141
| -0.4% | -$6.46K | 1.01% | 27 |
|
|
2021
Q2 | $1.62M | Buy |
34,283
+56
| +0.2% | +$2.65K | 1.08% | 18 |
|
|
2021
Q1 | $1.53M | Sell |
34,227
-1,007
| -3% | -$45K | 1.24% | 16 |
|
|
2020
Q4 | $1.43M | Buy |
+35,234
| New | +$1.43M | 1.33% | 13 |
|