Steward Partners Investment Advisory’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 | $15.2M | Sell |
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2025
Q2 | $15.2M | Sell |
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|
2025
Q1 | $14.1M | Buy |
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|
2024
Q4 | $15.1M | Sell |
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|
2024
Q3 | $14.9M | Buy |
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|
2024
Q2 | $13.6M | Sell |
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|
2024
Q1 | $13.6M | Buy |
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|
2023
Q4 | $9.68M | Sell |
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|
2023
Q3 | $8.85M | Sell |
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|
2023
Q2 | $9.75M | Sell |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $9.28M | Sell |
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|
2022
Q2 | $9.67M | Buy |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $8.87M | Buy |
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|
2021
Q2 | $8.87M | Buy |
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|
2021
Q1 | $6.34M | Buy |
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|
2020
Q4 | $4.37M | Sell |
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|
2020
Q3 | $3.86M | Sell |
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|
2020
Q2 | $3.64M | Buy |
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|
2020
Q1 | $2.57M | Buy |
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|
2019
Q4 | $3.12M | Buy |
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|
2019
Q3 | $2.66M | Buy |
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|
2019
Q2 | $2.58M | Buy |
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|
2019
Q1 | $2.27M | Buy |
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|
2018
Q4 | $1.89M | Sell |
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|
2018
Q3 | $2.5M | Sell |
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|
2018
Q2 | $2.47M | Sell |
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|
2018
Q1 | $2.52M | Buy |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $1.16M | Buy |
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|
2017
Q2 | $286K | Buy |
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