SWA
Strategies Wealth 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 | $328K | Buy |
+5,528
| New | +$328K | 0.04% | 132 |
|
|
2025
Q1 | – | Sell |
-3,631
| Closed | -$225K | – | 180 |
|
|
2024
Q4 | $225K | Buy |
3,631
+2
| +0.1% | +$124 | 0.03% | 118 |
|
|
2024
Q3 | $211K | Buy |
3,629
+1
| +0% | +$58 | 0.03% | 90 |
|
|
2024
Q2 | $208K | Sell |
3,628
-716
| -16% | -$41K | 0.03% | 87 |
|
|
2024
Q1 | $249K | Buy |
+4,344
| New | +$249K | 0.04% | 84 |
|