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EP Wealth Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

EP Wealth Advisors’s Portfolio FV Stock Details FV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$107K Sell
1,800
-3,650
-67% -$216K ﹤0.01% 1374
2025
Q1 		$299K Sell
5,450
-3,821
-41% -$210K ﹤0.01% 912
2024
Q4 		$548K Buy
+9,271
New +$548K ﹤0.01% 661