United Capital Financial 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
Q3 | $201K | Buy |
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2023
Q1 | – | Sell |
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|
2022
Q4 | $846K | Sell |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $690K | Sell |
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|
2021
Q2 | $891K | Sell |
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|
2021
Q1 | $941K | Sell |
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|
2020
Q4 | $879K | Hold |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $738K | Sell |
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|
2020
Q1 | $618K | Buy |
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|
2019
Q4 | $662K | Buy |
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|
2019
Q3 | $604K | Sell |
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|
2019
Q2 | $894K | Sell |
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|
2019
Q1 | $935K | Buy |
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|
2018
Q4 | $727K | Sell |
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|
2018
Q3 | $917K | Buy |
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|
2018
Q2 | $796K | Buy |
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|
2018
Q1 | $598K | Sell |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.55M | Sell |
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|
2017
Q1 | $1.69M | Sell |
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|
2016
Q4 | $2.23M | Sell |
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|
2016
Q3 | $2.37M | Buy |
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|
2016
Q2 | $2.04M | Buy |
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|
2016
Q1 | $1.91M | Sell |
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|
2015
Q4 | $2.22M | Buy |
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|
2015
Q3 | $1.72M | Buy |
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|
2015
Q2 | $1.46M | Buy |
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|
2015
Q1 | $942K | Buy |
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|
2014
Q4 | $229K | Buy |
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