B. Riley 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 | $514K | Buy |
|
|||||
|
2024
Q4 | $633K | Buy |
|
|||||
|
2024
Q3 | $609K | Sell |
|
|||||
|
2024
Q2 | $724K | Buy |
|
|||||
|
2024
Q1 | $546K | Buy |
|
|||||
|
2023
Q4 | $614K | Sell |
|
|||||
|
2023
Q3 | $546K | Sell |
|
|||||
|
2023
Q2 | $590K | Buy |
|
|||||
|
2023
Q1 | $461K | Buy |
|
|||||
|
2022
Q4 | $476K | Sell |
|
|||||
|
2022
Q3 | $961K | Buy |
|
|||||
|
2022
Q2 | $253K | Sell |
|
|||||
|
2022
Q1 | $302K | Buy |
|
|||||
|
2021
Q4 | $294K | Sell |
|
|||||
|
2021
Q3 | $275K | Sell |
|
|||||
|
2021
Q2 | $290K | Sell |
|
|||||
|
2021
Q1 | $321K | Sell |
|
|||||
|
2020
Q4 | $1.05M | Sell |
|
|||||
|
2020
Q3 | $931K | Buy |
|
|||||
|
2020
Q2 | $841K | Sell |
|
|||||
|
2020
Q1 | $700K | Sell |
|
|||||
|
2019
Q4 | $890K | Sell |
|
|||||
|
2019
Q3 | $883K | Sell |
|
|||||
|
2019
Q2 | $1.21M | Sell |
|
|||||
|
2019
Q1 | $1.44M | Buy |
|
|||||
|
2018
Q4 | $1.17M | Sell |
|
|||||
|
2018
Q3 | $1.52M | Sell |
|
|||||
|
2018
Q2 | $1.47M | Buy |
|
|||||
|
2018
Q1 | $1.38M | Buy |
|
|||||
|
2017
Q4 | $1.19M | Buy |
|
|||||
|
2017
Q3 | $1.13M | Buy |
|
|||||
|
2017
Q2 | $1.07M | Sell |
|
|||||
|
2017
Q1 | $1.04M | Buy |
|
|||||
|
2016
Q4 | $945K | Buy |
|
|||||
|
2016
Q3 | $839K | Sell |
|
|||||
|
2016
Q2 | $997K | Sell |
|
|||||
|
2016
Q1 | $1.03M | Buy |
|
|||||
|
2015
Q4 | $1.07M | Buy |
|
|||||
|
2015
Q3 | $728K | Buy |
|
|||||
|
2015
Q2 | $624K | Buy |
|
|||||
|
2015
Q1 | $423K | Buy |
|
|||||
|
2014
Q4 | $3.37K | Buy |
|