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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$107K	Sell
2025 Q1	$299K	Sell
2024 Q4	$548K	Buy