CIA
Concurrent Investment Advisors’s First Trust Dorsey Wright International Focus 5 ETF IFV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-701,093
| Closed | -$13.4M | – | 1221 |
|
2024
Q4 | $13.4M | Buy |
701,093
+3,641
| +0.5% | +$69.8K | 0.36% | 59 |
|
2024
Q3 | $14.7M | Buy |
697,452
+14,374
| +2% | +$302K | 0.43% | 50 |
|
2024
Q2 | $13.4M | Buy |
683,078
+6,135
| +0.9% | +$121K | 0.44% | 50 |
|
2024
Q1 | $13.5M | Sell |
676,943
-3,264
| -0.5% | -$65.3K | 0.55% | 40 |
|
2023
Q4 | $13.3M | Buy |
+680,207
| New | +$13.3M | 0.63% | 32 |
|