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Oxford Financial Group’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Oxford Financial Group’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Sell
19,763
-370
-2% -$21.9K 0.07% 73
2025
Q1 		$1.1M Hold
20,133
– – 0.08% 76
2024
Q4 		$1.19M Hold
20,133
– – 0.08% 81
2024
Q3 		$1.17M Hold
20,133
– – 0.07% 81
2024
Q2 		$1.15M Buy
+20,133
New +$1.15M 0.08% 82