Meridian Wealth Management’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 | $3.61M | Sell |
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|
2025
Q1 | $3.35M | Hold |
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|
2024
Q4 | $3.6M | Hold |
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|
2024
Q3 | $3.56M | Sell |
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|
2024
Q2 | $3.68M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.83M | Sell |
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|
2023
Q2 | $3.41M | Sell |
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|
2023
Q1 | $3.3M | Hold |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $3.16M | Sell |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.72M | Sell |
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|
2021
Q4 | $3.94M | Buy |
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|
2021
Q3 | $3.65M | Buy |
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|
2021
Q2 | $3.66M | Hold |
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|
2021
Q1 | $3.44M | Sell |
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|
2020
Q4 | $3.22M | Buy |
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