IA
Insight Advisors’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 | $836K | Sell |
14,105
-372
| -3% | -$22K | 0.13% | 101 |
|
2025
Q1 | $794K | Sell |
14,477
-1,143
| -7% | -$62.7K | 0.14% | 100 |
|
2024
Q4 | $926K | Sell |
15,620
-3,344
| -18% | -$198K | 0.16% | 88 |
|
2024
Q3 | $1.11M | Sell |
18,964
-745
| -4% | -$43.4K | 0.19% | 83 |
|
2024
Q2 | $1.13M | Buy |
19,709
+6
| +0% | +$344 | 0.2% | 76 |
|
2024
Q1 | $1.13M | Buy |
19,703
+18
| +0.1% | +$1.03K | 0.22% | 81 |
|
2023
Q4 | $1.01M | Buy |
19,685
+4
| +0% | +$206 | 0.21% | 80 |
|
2023
Q3 | $872K | Sell |
19,681
-1,384
| -7% | -$61.3K | 0.2% | 88 |
|
2023
Q2 | $988K | Sell |
21,065
-7,157
| -25% | -$336K | 0.22% | 77 |
|
2023
Q1 | $1.27M | Buy |
28,222
+3,114
| +12% | +$140K | 0.3% | 55 |
|
2022
Q4 | $1.13M | Buy |
25,108
+102
| +0.4% | +$4.59K | 0.39% | 61 |
|
2022
Q3 | $1.03M | Sell |
25,006
-851
| -3% | -$34.9K | 0.4% | 60 |
|
2022
Q2 | $1.13M | Sell |
25,857
-1,652
| -6% | -$72.3K | 0.38% | 65 |
|
2022
Q1 | $1.31M | Sell |
27,509
-706
| -3% | -$33.6K | 0.39% | 69 |
|
2021
Q4 | $1.39M | Buy |
28,215
+4,240
| +18% | +$208K | 0.41% | 62 |
|
2021
Q3 | $1.21M | Buy |
23,975
+10,742
| +81% | +$544K | 0.36% | 75 |
|
2021
Q2 | $627K | Buy |
+13,233
| New | +$627K | 0.2% | 134 |
|