Realta 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
Q3 | $72.8K | Hold |
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2025
Q2 | $69.7K | Hold |
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2025
Q1 | $64.5K | Hold |
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|
2024
Q4 | $70.2K | Sell |
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|
2024
Q3 | $176K | Sell |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $179K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $238K | Hold |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $158K | Sell |
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|
2019
Q3 | $153K | Sell |
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|
2019
Q2 | $184K | Buy |
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|
2019
Q1 | $114K | Buy |
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