Atlas Private 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 | $2.28M | Sell |
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2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $37K | Hold |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $32K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $25K | Buy |
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