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Sound View Wealth Advisors Group’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
$219K Hold
3,699
0.02% 392
2025
Q1
$203K Sell
3,699
-3,063
-45% -$168K 0.02% 397
2024
Q4
$399K Buy
6,762
+3,063
+83% +$181K 0.03% 289
2024
Q3
$216K Buy
+3,699
New +$216K 0.02% 392