Axxcess 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 | $1.65M | Buy |
27,837
+10,792
| +63% | +$640K | 0.04% | 320 |
|
|
2025
Q1 | $935K | Buy |
17,045
+11,281
| +196% | +$619K | 0.02% | 408 |
|
|
2024
Q4 | $340K | Sell |
5,764
-1,501
| -21% | -$88.7K | 0.01% | 641 |
|
|
2024
Q3 | $423K | Sell |
7,265
-160
| -2% | -$9.32K | 0.01% | 587 |
|
|
2024
Q2 | $425K | Hold |
7,425
| – | – | 0.01% | 562 |
|
|
2024
Q1 | $425K | Sell |
7,425
-550
| -7% | -$31.5K | 0.01% | 580 |
|
|
2023
Q4 | $411K | Sell |
7,975
-1,890
| -19% | -$97.4K | 0.01% | 565 |
|
|
2023
Q3 | $437K | Buy |
+9,865
| New | +$437K | 0.01% | 503 |
|