Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Envestnet Portfolio Solutions’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.64M Sell
2025
Q1 		$1.7M Buy
2024
Q4 		$1.62M Buy
2024
Q3 		$1.23M Buy
2024
Q2 		$901K Buy
2024
Q1 		$851K Buy
2023
Q4 		$506K Buy
2023
Q3 		$382K Buy