OneDigital Investment Advisors’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 | $1.16M | Sell |
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2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.18M | Sell |
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $2.58M | Sell |
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|
2023
Q3 | $2.26M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.28M | Sell |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $2.83M | Sell |
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|
2021
Q3 | $2.65M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.68M | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $2.42M | Sell |
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|
2020
Q2 | $2.68M | Sell |
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|
2020
Q1 | $2.46M | Sell |
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|
2019
Q4 | $3.17M | Buy |
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|
2019
Q3 | $2.86M | Buy |
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|
2019
Q2 | $2.82M | Buy |
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|
2019
Q1 | $2.74M | Buy |
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|
2018
Q4 | $2.17M | Buy |
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