Clearstead 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 | $292K | Buy |
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|
2025
Q1 | $134K | Hold |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $139K | Hold |
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|
2024
Q1 | $136K | Buy |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $176K | Buy |
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|
2023
Q2 | $93.1K | Hold |
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|
2023
Q1 | $89.5K | Sell |
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|
2022
Q4 | $97K | Buy |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $95K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $91K | Hold |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $89K | Buy |
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