Guardian Wealth Advisors (North Carolina)’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
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|
2025
Q1 | $95.8K | Hold |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $102K | Hold |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $129K | Hold |
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|
2023
Q4 | $116K | Sell |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $123K | Sell |
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|
2021
Q4 | $181K | Buy |
|