Independent Advisor Alliance’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,644
| Closed | -$243K | – | 1010 |
|
2024
Q4 | $243K | Buy |
+6,644
| New | +$243K | ﹤0.01% | 1223 |
|
2020
Q1 | – | Sell |
-17,788
| Closed | -$491K | – | 549 |
|
2019
Q4 | $491K | Buy |
+17,788
| New | +$491K | 0.02% | 537 |
|
2017
Q2 | – | Sell |
-12,762
| Closed | -$284K | – | 285 |
|
2017
Q1 | $284K | Buy |
+12,762
| New | +$284K | 0.05% | 314 |
|