OneDigital Investment Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $600K | Sell |
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|
2024
Q4 | $926K | Sell |
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|
2024
Q3 | $912K | Buy |
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|
2024
Q2 | $898K | Sell |
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|
2024
Q1 | $885K | Sell |
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|
2023
Q4 | $947K | Buy |
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|
2023
Q3 | $905K | Sell |
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|
2023
Q2 | $989K | Buy |
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|
2023
Q1 | $969K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $987K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $1.51M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.56M | Sell |
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|
2020
Q2 | $2.65M | Sell |
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|
2020
Q1 | $2.99M | Sell |
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|
2019
Q4 | $5M | Sell |
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|
2019
Q3 | $5.09M | Sell |
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|
2019
Q2 | $5.4M | Sell |
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|
2019
Q1 | $5.65M | Buy |
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|
2018
Q4 | $4.78M | Buy |
|