Accel Wealth Management First Trust Dorsey Wright Focu Transaction History

Accel Wealth Management

$257 Million
Q4 2024

A detailed history of Accel Wealth Management transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Accel Wealth Management holds 36,654 shares of FV stock, worth $2.27 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

36,654

Previous 36,542 0.31%

Holding current value

$2.27 Million

Previous $2.13 Million 1.64%

% of portfolio

0.84%

Previous 0.81%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$57.47 - $62.82 $6,436 - $7,035	112 Added 0.31%	36,654 $2.16 Million
Q3 2024 Oct 15, 2024	SELL	$51.35 - $59.82 $57,049 - $66,460	-1,111 Reduced 2.95%	36,542 $2.13 Million
Q2 2024 Jul 12, 2024	SELL	$52.41 - $57.79 $39,674 - $43,747	-757 Reduced 1.97%	37,653 $2.16 Million
Q1 2024 Apr 19, 2024	BUY	$49.64 - $57.23 $54,752 - $63,124	1,103 Added 2.96%	38,410 $2.2 Million
Q4 2023 Jan 18, 2024	BUY	$41.2 - $52.34 $22,618 - $28,734	549 Added 1.49%	37,307 $1.92 Million
Q3 2023 Oct 19, 2023	BUY	$43.3 - $48.81 $35,462 - $39,975	819 Added 2.28%	36,758 $1.63 Million
Q2 2023 Jul 24, 2023	BUY	$43.02 - $46.91 $142,912 - $155,835	3,322 Added 10.18%	35,939 $1.69 Million
Q1 2023 Apr 20, 2023	SELL	$42.68 - $48.77 $54,118 - $61,840	-1,268 Reduced 3.74%	32,617 $1.47 Million
Q4 2022 Jan 26, 2023	BUY	$42.79 - $49.32 $1,711 - $1,972	40 Added 0.12%	33,885 $0
Q3 2022 Oct 12, 2022	SELL	$39.93 - $48.37 $31,065 - $37,631	-778 Reduced 2.25%	33,845 $1.5 Million
Q2 2022 Aug 03, 2022	BUY	$40.98 - $50.4 $12,457 - $15,321	304 Added 0.89%	34,623 $1.42 Million
Q1 2022 Apr 29, 2022	BUY	$45.04 - $50.31 $14,638 - $16,350	325 Added 0.96%	34,319 $1.65 Million
Q4 2021 Jan 18, 2022	SELL	$45.6 - $51.52 $6,748 - $7,624	-148 Reduced 0.43%	33,994 $1.67 Million
Q3 2021 Nov 04, 2021	SELL	$45.18 - $48.46 $6,370 - $6,832	-141 Reduced 0.41%	34,142 $1.56 Million
Q2 2021 Aug 03, 2021	BUY	$44.14 - $47.47 $2,471 - $2,658	56 Added 0.16%	34,283 $1.62 Million
Q1 2021 May 10, 2021	SELL	$39.83 - $45.14 $40,108 - $45,455	-1,007 Reduced 2.86%	34,227 $1.53 Million
Q4 2020 Jan 27, 2021	BUY	$33.83 - $40.86 $1.19 Million - $1.44 Million	35,234 New	35,234 $1.43 Million

Others Institutions Holding FV

# of Institutions

351

Shares Held

46M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

More about FV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management First Trust Dorsey Wright Focu Transaction History