Sar Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 455,580 shares of FV stock, worth $25 Million. This represents 16.75% of its overall portfolio holdings.

Number of Shares

455,580

Previous 449,550 1.34%

Holding current value

$25 Million

Previous $26.6 Billion 5.87%

% of portfolio

16.75%

Previous 17.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$53.91 - $63.03 $325,077 - $380,070	6,030 Added 1.34%	455,580 $25 Billion
Q4 2024 Jan 15, 2025	SELL	$57.47 - $62.82 $273,327 - $298,771	-4,756 Reduced 1.05%	449,550 $26.6 Billion
Q3 2024 Oct 17, 2024	BUY	$51.35 - $59.82 $37,126 - $43,249	723 Added 0.16%	454,306 $26.5 Billion
Q2 2024 Jul 15, 2024	SELL	$52.41 - $57.79 $2.89 Million - $3.19 Million	-55,208 Reduced 10.85%	453,583 $26 Billion
Q1 2024 Apr 15, 2024	SELL	$49.64 - $57.23 $259,716 - $299,427	-5,232 Reduced 1.02%	508,791 $29.1 Billion
Q4 2023 Feb 12, 2024	BUY	$41.2 - $52.34 $21.2 Million - $26.9 Million	514,023 New	514,023 $26.5 Billion

Others Institutions Holding FV

# of Institutions

354

Shares Held

46.5M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

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Sar Wealth Management Group, LLC First Trust Dorsey Wright Focu Transaction History