L.M. Kohn & Company’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
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|
2025
Q1 | $770K | Sell |
|
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|
2024
Q4 | $876K | Buy |
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|
2024
Q3 | $819K | Sell |
|
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|
2024
Q2 | $985K | Sell |
|
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|
2024
Q1 | $1.24M | Buy |
|
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|
2023
Q4 | $708K | Buy |
|
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|
2023
Q3 | $569K | Sell |
|
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $525K | Buy |
|
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $420K | Buy |
|