Valmark Advisers’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
Q2 | $5.64M | Buy |
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2025
Q1 | $5.18M | Buy |
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2024
Q4 | $5.2M | Buy |
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2024
Q3 | $4.83M | Buy |
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2024
Q2 | $4.49M | Buy |
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2024
Q1 | $4.38M | Buy |
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2023
Q4 | $3.84M | Buy |
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2023
Q3 | $3.22M | Buy |
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2023
Q2 | $3.26M | Buy |
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2023
Q1 | $3.13M | Sell |
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2022
Q4 | $3.32M | Buy |
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2021
Q1 | – | Sell |
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2020
Q4 | $652K | Sell |
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2020
Q3 | $560K | Sell |
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2020
Q2 | $1.4M | Buy |
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2020
Q1 | $763K | Buy |
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2019
Q4 | $830K | Buy |
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2019
Q3 | $706K | Buy |
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2019
Q2 | $592K | Buy |
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2019
Q1 | $466K | Buy |
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2018
Q4 | $347K | Buy |
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2018
Q3 | $291K | Buy |
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2018
Q2 | $230K | Sell |
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2018
Q1 | $237K | Buy |
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