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Essential Planning’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Essential Planning’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-97,500
Closed -$5.84M – 153
2024
Q4 		$5.84M Buy
+97,500
New +$5.84M 0.04% 108