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LWM Advisory Services’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

LWM Advisory Services’s Portfolio FV Stock Details FV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,790
Closed -$396K – 79
2023
Q1 		$396K Sell
8,790
-4,633
-35% -$209K 0.42% 47
2022
Q4 		$625K Sell
13,423
-668
-5% -$31.1K 0.69% 30
2022
Q3 		$578K Buy
+14,091
New +$578K 0.65% 42