IAA
Independent Advisor Alliance’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-342,760
| Closed | -$20.2M | – | 1009 |
|
|
2024
Q4 | $20.2M | Buy |
+342,760
| New | +$20.2M | 0.27% | 80 |
|
|
2020
Q1 | – | Sell |
-160,594
| Closed | -$5.07M | – | 548 |
|
|
2019
Q4 | $5.07M | Buy |
+160,594
| New | +$5.07M | 0.22% | 105 |
|
|
2017
Q2 | – | Sell |
-133,311
| Closed | -$3.18M | – | 284 |
|
|
2017
Q1 | $3.18M | Buy |
+133,311
| New | +$3.18M | 0.5% | 58 |
|