Caldwell Sutter Capital’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 | $13.2K | Sell |
223
-345
| -61% | -$20.5K | 0.01% | 508 |
|
|
2025
Q1 | $31.2K | Hold |
568
| – | – | 0.01% | 408 |
|
|
2024
Q4 | $33.6K | Buy |
568
+36
| +7% | +$2.13K | 0.02% | 410 |
|
|
2024
Q3 | $31K | Buy |
532
+46
| +9% | +$2.68K | 0.01% | 423 |
|
|
2024
Q2 | $27.8K | Buy |
486
+106
| +28% | +$6.07K | 0.01% | 431 |
|
|
2024
Q1 | $21.7K | Buy |
380
+15
| +4% | +$858 | 0.01% | 467 |
|
|
2023
Q4 | $18.8K | Buy |
365
+130
| +55% | +$6.7K | 0.01% | 471 |
|
|
2023
Q3 | $10.4K | Hold |
235
| – | – | 0.01% | 523 |
|
|
2023
Q2 | $11K | Buy |
+235
| New | +$11K | 0.01% | 513 |
|