MinichMacGregor 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 | $897K | Sell |
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|
2025
Q1 | $987K | Sell |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $14.9M | Buy |
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|
2024
Q2 | $14.5M | Buy |
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|
2024
Q1 | $14.5M | Sell |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | $674K | Buy |
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|
2022
Q1 | $775K | Hold |
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|
2021
Q4 | $800K | Sell |
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|
2021
Q3 | $746K | Sell |
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|
2021
Q2 | $773K | Sell |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q4 | $725K | Sell |
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|
2020
Q3 | $612K | Hold |
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|
2020
Q2 | $577K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $554K | Buy |
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|
2019
Q3 | $498K | Hold |
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|
2019
Q2 | $515K | Hold |
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|
2019
Q1 | $513K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Sell |
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|
2018
Q2 | $344K | Buy |
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|
2018
Q1 | $325K | Buy |
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|
2017
Q4 | $187K | Buy |
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|
2017
Q3 | $173K | Hold |
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|
2017
Q2 | $165K | Hold |
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|
2017
Q1 | $159K | Sell |
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|
2016
Q4 | $155K | Buy |
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|
2016
Q3 | $137K | Buy |
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|
2016
Q2 | $108K | Buy |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $35K | Buy |
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