MWM
MGB Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
8,578
+3
| +0% | +$178 | 0.17% | 121 |
|
|
2025
Q1 | $470K | Sell |
8,575
-237
| -3% | -$13K | 0.17% | 125 |
|
|
2024
Q4 | $520K | Sell |
8,812
-13
| -0.1% | -$768 | 0.16% | 111 |
|
|
2024
Q3 | $514K | Sell |
8,825
-1,271
| -13% | -$74.1K | 0.19% | 115 |
|
|
2024
Q2 | $592K | Sell |
10,096
-175
| -2% | -$10.3K | 0.22% | 102 |
|
|
2024
Q1 | $588K | Hold |
10,271
| – | – | 0.24% | 99 |
|
|
2023
Q4 | $529K | Buy |
+10,271
| New | +$529K | 0.27% | 106 |
|