Montz Harcus Wealth Management’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	$656K	Buy	11,074 +817	+8%	+$48.4K	0.32%	36
2025 Q1	$563K	Buy	10,257 +2	+0%	+$110	0.31%	38
2024 Q4	$606K	Buy	10,255 +2	+0%	+$118	0.34%	35
2024 Q3	$597K	Buy	+10,253	New	+$597K	0.35%	31