J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.94M | Buy |
43,882
+22,880
| +109% | +$1.01M | 0.01% | 746 |
|
|
2023
Q2 | $985K | Sell |
21,002
-9,552
| -31% | -$448K | 0.01% | 768 |
|
|
2023
Q1 | $1.38M | Buy |
30,554
+688
| +2% | +$31K | ﹤0.01% | 1027 |
|
|
2022
Q4 | $1.39M | Buy |
29,866
+7,886
| +36% | +$367K | ﹤0.01% | 989 |
|
|
2022
Q3 | $902K | Sell |
21,980
-4,000
| -15% | -$164K | ﹤0.01% | 1190 |
|
|
2022
Q2 | $1.08M | Buy |
25,980
+5,178
| +25% | +$214K | ﹤0.01% | 1113 |
|
|
2022
Q1 | $991K | Buy |
+20,802
| New | +$991K | ﹤0.01% | 1226 |
|