AE Wealth Management’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 | $699K | Sell |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $724K | Sell |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $5.95M | Sell |
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|
2023
Q3 | $5.09M | Buy |
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|
2023
Q2 | $4.84M | Buy |
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|
2023
Q1 | $4.36M | Sell |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $557K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $394K | Buy |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $521K | Buy |
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|
2020
Q3 | $431K | Sell |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $350K | Sell |
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|
2019
Q2 | $387K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $355K | Buy |
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|
2018
Q2 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $228K | Buy |
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