Atria Wealth Solutions’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,072
| Closed | -$284K | – | 1618 |
|
|
2025
Q1 | $284K | Sell |
8,072
-1,447
| -15% | -$50.9K | ﹤0.01% | 1489 |
|
|
2024
Q4 | $348K | Buy |
9,519
+3,209
| +51% | +$117K | ﹤0.01% | 1434 |
|
|
2024
Q3 | $226K | Hold |
6,310
| – | – | ﹤0.01% | 1682 |
|
|
2024
Q2 | $222K | Hold |
6,310
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q1 | $218K | Hold |
6,310
| – | – | ﹤0.01% | 1762 |
|
|
2023
Q4 | $207K | Buy |
+6,310
| New | +$207K | ﹤0.01% | 1743 |
|
|
2023
Q3 | – | Sell |
-6,310
| Closed | -$212K | – | 1892 |
|
|
2023
Q2 | $212K | Hold |
6,310
| – | – | ﹤0.01% | 1650 |
|
|
2023
Q1 | $208K | Hold |
6,310
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q4 | $221K | Hold |
6,310
| – | – | ﹤0.01% | 1540 |
|
|
2022
Q3 | $211K | Hold |
6,310
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q2 | $214K | Hold |
6,310
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q1 | $231K | Buy |
+6,310
| New | +$231K | ﹤0.01% | 1483 |
|