WMG 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 | $329K | Hold |
|
|||||
|
2025
Q2 | $315K | Sell |
|
|||||
|
2025
Q1 | $292K | Hold |
|
|||||
|
2024
Q4 | $314K | Sell |
|
|||||
|
2024
Q3 | $317K | Hold |
|
|||||
|
2024
Q2 | $311K | Hold |
|
|||||
|
2024
Q1 | $311K | Hold |
|
|||||
|
2023
Q4 | $280K | Hold |
|
|||||
|
2023
Q3 | $241K | Hold |
|
|||||
|
2023
Q2 | $255K | Buy |
|
|||||
|
2023
Q1 | $244K | Sell |
|
|||||
|
2022
Q4 | $257K | Sell |
|
|||||
|
2022
Q3 | $232K | Buy |
|
|||||
|
2022
Q2 | $229K | Hold |
|
|||||
|
2022
Q1 | $261K | Hold |
|
|||||
|
2021
Q4 | $270K | Buy |
|