IBEX Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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2022
Q4 | $901K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $8.53M | Sell |
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|
2021
Q3 | $8.01M | Buy |
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2021
Q2 | $8.26M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $720K | Sell |
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|
2018
Q2 | $700K | Sell |
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|
2018
Q1 | $726K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $693K | Sell |
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|
2017
Q2 | $660K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $663K | Sell |
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|
2016
Q3 | $689K | Buy |
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