SDWMA
Schneider Downs Wealth Management Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
3,921
+1
| +0% | +$59 | 0.03% | 134 |
|
|
2025
Q1 | $215K | Hold |
3,920
| – | – | 0.04% | 132 |
|
|
2024
Q4 | $231K | Buy |
3,920
+1
| +0% | +$59 | 0.04% | 125 |
|
|
2024
Q3 | $228K | Hold |
3,919
| – | – | 0.05% | 127 |
|
|
2024
Q2 | $224K | Hold |
3,919
| – | – | 0.05% | 119 |
|
|
2024
Q1 | $224K | Hold |
3,919
| – | – | 0.05% | 125 |
|
|
2023
Q4 | $202K | Buy |
+3,919
| New | +$202K | 0.05% | 114 |
|