Axxcess Wealth Management, LLC First Trust Dorsey Wright Focu Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,764 shares of FV stock, worth $315,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,764
Previous 7,265 20.66%
Holding current value
$315,751
Previous $423,000 19.62%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$57.47 - $62.82 $86,262 - $94,292
-1,501 Reduced 20.66%
5,764 $340,000
Q3 2024

Nov 04, 2024
SELL
$51.35 - $59.82 $8,216 - $9,571
-160 Reduced 2.15%
7,265 $423,000
Q1 2024

May 14, 2024
SELL
$49.64 - $57.23 $27,302 - $31,476
-550 Reduced 6.9%
7,425 $424,000
Q4 2023

Feb 06, 2024
SELL
$41.2 - $52.34 $77,868 - $98,922
-1,890 Reduced 19.16%
7,975 $411,000
Q3 2023

Nov 14, 2023
BUY
$43.3 - $48.81 $427,154 - $481,510
9,865 New
9,865 $437,000

Others Institutions Holding FV

# of Institutions
354
Shares Held
46.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

FV Quotes by TradingView
  • Ticker FV
  • Sector ETFs
  • Industry ETFs
More about FV
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email