Ergawealth Advisors’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 | $223K | Buy |
+3,759
| New | +$223K | 0.1% | 64 |
|
|
2025
Q1 | – | Sell |
-3,609
| Closed | -$213K | – | 63 |
|
|
2024
Q4 | $213K | Hold |
3,609
| – | – | 0.11% | 61 |
|
|
2024
Q3 | $210K | Buy |
+3,609
| New | +$210K | 0.1% | 59 |
|
|
2023
Q4 | – | Sell |
-13,066
| Closed | -$579K | – | 53 |
|
|
2023
Q3 | $579K | Buy |
13,066
+1,035
| +9% | +$45.9K | 0.4% | 22 |
|
|
2023
Q2 | $564K | Buy |
12,031
+1,011
| +9% | +$47.4K | 0.39% | 22 |
|
|
2023
Q1 | $497K | Buy |
+11,020
| New | +$497K | 0.4% | 21 |
|