Sage Mountain 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 | $1.01M | Hold |
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|
2025
Q1 | $934K | Sell |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $993K | Hold |
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|
2024
Q2 | $976K | Hold |
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|
2024
Q1 | $975K | Hold |
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|
2023
Q4 | $878K | Hold |
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|
2023
Q3 | $755K | Hold |
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|
2023
Q2 | $799K | Hold |
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|
2023
Q1 | $768K | Hold |
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|
2022
Q4 | $793K | Hold |
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|
2022
Q3 | $699K | Hold |
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|
2022
Q2 | $706K | Hold |
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|
2022
Q1 | $812K | Hold |
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|
2021
Q4 | $838K | Hold |
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|
2021
Q3 | $780K | Buy |
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