Cyndeo Wealth Partners’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 | $488K | Sell |
8,239
-40
| -0.5% | -$2.37K | 0.03% | 311 |
|
|
2025
Q1 | $454K | Buy |
8,279
+1
| +0% | +$55 | 0.03% | 315 |
|
|
2024
Q4 | $489K | Hold |
8,278
| – | – | 0.03% | 301 |
|
|
2024
Q3 | $482K | Hold |
8,278
| – | – | 0.03% | 301 |
|
|
2024
Q2 | $474K | Hold |
8,278
| – | – | 0.04% | 288 |
|
|
2024
Q1 | $474K | Hold |
8,278
| – | – | 0.04% | 267 |
|
|
2023
Q4 | $427K | Hold |
8,278
| – | – | 0.04% | 267 |
|
|
2023
Q3 | $367K | Hold |
8,278
| – | – | 0.04% | 251 |
|
|
2023
Q2 | $388K | Sell |
8,278
-359
| -4% | -$16.8K | 0.04% | 238 |
|
|
2023
Q1 | $389K | Buy |
8,637
+360
| +4% | +$16.2K | 0.04% | 239 |
|
|
2022
Q4 | $385K | Buy |
+8,277
| New | +$385K | 0.05% | 237 |
|