Acorn Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $361K | Sell |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $488K | Sell |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $467K | Sell |
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|
2020
Q3 | $413K | Sell |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $457K | Sell |
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|
2019
Q3 | $438K | Sell |
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|
2019
Q2 | $503K | Sell |
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|
2019
Q1 | $524K | Buy |
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|
2018
Q4 | $457K | Hold |
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|
2018
Q3 | $475K | Sell |
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|
2018
Q2 | $519K | Buy |
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|
2018
Q1 | $500K | Sell |
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|
2017
Q4 | $501K | Buy |
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