Brass Tax Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Sell |
67,462
-841
| -1% | -$49.8K | 0.77% | 26 |
|
|
2025
Q1 | $3.75M | Buy |
68,303
+1,920
| +3% | +$105K | 0.79% | 27 |
|
|
2024
Q4 | $3.92M | Buy |
66,383
+35
| +0.1% | +$2.07K | 0.83% | 27 |
|
|
2024
Q3 | $3.87M | Buy |
66,348
+531
| +0.8% | +$30.9K | 0.83% | 27 |
|
|
2024
Q2 | $3.77M | Sell |
65,817
-517
| -0.8% | -$29.6K | 1.63% | 15 |
|
|
2024
Q1 | $3.8M | Buy |
+66,334
| New | +$3.8M | 1.98% | 14 |
|