Kingsview Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
6,376
-1,184
| -16% | -$70.2K | 0.01% | 868 |
|
|
2025
Q1 | $415K | Sell |
7,560
-1,150
| -13% | -$63.1K | 0.01% | 786 |
|
|
2024
Q4 | $514K | Sell |
8,710
-1,484
| -15% | -$87.6K | 0.01% | 725 |
|
|
2024
Q3 | $594K | Buy |
10,194
+2,647
| +35% | +$154K | 0.01% | 659 |
|
|
2024
Q2 | $432K | Buy |
7,547
+1,262
| +20% | +$72.3K | 0.01% | 727 |
|
|
2024
Q1 | $360K | Sell |
6,285
-1,348
| -18% | -$77.1K | 0.01% | 756 |
|
|
2023
Q4 | $393K | Sell |
7,633
-10,682
| -58% | -$551K | 0.01% | 692 |
|
|
2023
Q3 | $811K | Buy |
+18,315
| New | +$811K | 0.03% | 492 |
|
|
2021
Q4 | – | Sell |
-17,314
| Closed | -$793K | – | 919 |
|
|
2021
Q3 | $793K | Buy |
+17,314
| New | +$793K | 0.04% | 433 |
|