Mayflower Financial Advisors’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 | – | Sell |
-3,755
| Closed | -$206K | – | 395 |
|
2025
Q1 | $206K | Buy |
3,755
+7
| +0.2% | +$384 | 0.03% | 373 |
|
2024
Q4 | $221K | Buy |
+3,748
| New | +$221K | 0.03% | 354 |
|
2021
Q3 | – | Sell |
-5,144
| Closed | -$244K | – | 341 |
|
2021
Q2 | $244K | Hold |
5,144
| – | – | 0.03% | 275 |
|
2021
Q1 | $230K | Sell |
5,144
-200
| -4% | -$8.94K | 0.03% | 261 |
|
2020
Q4 | $216K | Buy |
+5,344
| New | +$216K | 0.04% | 250 |
|