United Capital Financial Advisors’s First Trust Dorsey Wright Dynamic Focus 5 ETF FVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $824K | Buy |
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|
2018
Q3 | $924K | Buy |
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|
2018
Q2 | $447K | Buy |
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