Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-474
Closed -$21K – 200
2023
Q3 		$21K Buy
+474
New +$22.1K ﹤0.01% 265

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Legacy Financial Group (Iowa)'s FV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of First Trust Dorsey Wright Focus 5 ETF (FV) in Q4 2023, closing a stake of 474 shares — an estimated $21K sold.

Legacy Financial Group (Iowa) first reported a position in FV in Q3 2023 and held it in 1 quarter. The position peaked at $21K in Q3 2023. 273 funds tracked by Wall St. Rank hold FV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining First Trust Dorsey Wright Focus 5 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 474 First Trust Dorsey Wright Focus 5 ETF shares in Q4 2023, an estimated $21K.
  • Legacy Financial Group (Iowa) first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s First Trust Dorsey Wright Focus 5 ETF position peaked at $21K in Q3 2023.
  • 273 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.