IWN
Independent Wealth Network’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
Q2 | $301K | Buy |
5,082
+759
| +18% | +$45K | 0.11% | 194 |
|
2025
Q1 | $237K | Sell |
4,323
-229
| -5% | -$12.6K | 0.09% | 208 |
|
2024
Q4 | $269K | Sell |
4,552
-209
| -4% | -$12.3K | 0.11% | 185 |
|
2024
Q3 | $277K | Buy |
4,761
+515
| +12% | +$30K | 0.12% | 175 |
|
2024
Q2 | $243K | Buy |
+4,246
| New | +$243K | 0.11% | 185 |
|